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Atria Wealth Solutions, Inc.: XNIEX position timeline

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

Atria Wealth Solutions, Inc. held 18,262 XNIEX 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 18,262 shares
    Change vs previous 13F +8,745 shares

    0.01% of the 13F portfolio, value $436,598.

    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 9,517 shares
    Change vs previous 13F -233 shares

    <0.01% of the 13F portfolio, value $210,611.

    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 9,750 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $240,435.

    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 9,750 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $224,348.

    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 9,750 shares
    Change vs previous 13F -1,100 shares

    <0.01% of the 13F portfolio, value $226,590.

    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 10,850 shares
    Change vs previous 13F -5,368 shares

    <0.01% of the 13F portfolio, value $242,932.

    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 16,218 shares
    Change vs previous 13F -963 shares

    <0.01% of the 13F portfolio, value $339,118.

    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 17,181 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $341,730.

    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).