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Atria Wealth Solutions, Inc.: XMMO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Atria Wealth Solutions, Inc. on XMMO, newest first. How the timeline and the estimate are built.

Atria Wealth Solutions, Inc. held 51,555 XMMO shares at 2025-06-30 per its 13F-HR filed 2025-07-25.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 51,555 shares
    Change vs previous 13F -8,421 shares

    0.15% of the 13F portfolio, value $6,646,549.

    13F-HR 0001420506-25-001582 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-03-31
    13F 59,976 shares
    Change vs previous 13F -32,811 shares

    0.08% of the 13F portfolio, value $6,822,817.

    13F-HR 0001420506-25-000956 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-12-31
    13F 92,787 shares
    Change vs previous 13F +74,010 shares

    0.13% of the 13F portfolio, value $11,461,956.

    13F-HR 0001420506-25-000086 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-09-30
    13F 18,777 shares
    Change vs previous 13F +3,679 shares

    0.02% of the 13F portfolio, value $2,259,349.

    13F-HR 0001420506-24-002255 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-06-30
    13F 15,098 shares
    Change vs previous 13F -15,130 shares

    0.02% of the 13F portfolio, value $1,720,998.

    13F-HR 0001420506-24-001135 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-03-31
    13F 30,228 shares
    Change vs previous 13F +17,178 shares

    0.04% of the 13F portfolio, value $3,471,947.

    13F-HR 0001420506-24-000768 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-12-31
    13F 13,050 shares
    Change vs previous 13F +1,489 shares

    0.01% of the 13F portfolio, value $1,172,018.

    13F-HR 0001420506-24-000118 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-09-30
    13F 11,561 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $930,776.

    13F-HR 0001420506-23-001936 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).