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Disclosery

Atria Wealth Solutions, Inc.: XMVM position timeline

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

Atria Wealth Solutions, Inc. held 21,318 XMVM 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 21,318 shares
    Change vs previous 13F +1,574 shares

    0.03% of the 13F portfolio, value $1,230,987.

    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 19,744 shares
    Change vs previous 13F -17,370 shares

    0.01% of the 13F portfolio, value $1,041,381.

    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 37,114 shares
    Change vs previous 13F -32,521 shares

    0.02% of the 13F portfolio, value $2,056,858.

    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 69,635 shares
    Change vs previous 13F +152 shares

    0.04% of the 13F portfolio, value $3,859,854.

    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 69,483 shares
    Change vs previous 13F -1,423 shares

    0.04% of the 13F portfolio, value $3,588,387.

    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 70,906 shares
    Change vs previous 13F -372 shares

    0.04% of the 13F portfolio, value $3,850,196.

    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 71,278 shares
    Change vs previous 13F -13,726 shares

    0.05% of the 13F portfolio, value $3,588,135.

    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 85,004 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,896,711.

    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).