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Atria Wealth Solutions, Inc.: XMYDX position timeline

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

Atria Wealth Solutions, Inc. held 13,418 XMYDX 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 13,418 shares
    Change vs previous 13F +838 shares

    <0.01% of the 13F portfolio, value $135,521.

    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 12,580 shares
    Change vs previous 13F +1,410 shares

    <0.01% of the 13F portfolio, value $132,719.

    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 11,170 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $116,056.

    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 11,170 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $127,673.

    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 11,170 shares
    Change vs previous 13F -19,163 shares

    <0.01% of the 13F portfolio, value $121,195.

    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 30,333 shares
    Change vs previous 13F -128 shares

    <0.01% of the 13F portfolio, value $336,488.

    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 30,461 shares
    Change vs previous 13F +224 shares

    <0.01% of the 13F portfolio, value $328,368.

    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 30,237 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $278,268.

    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).