Skip to content
Disclosery

Atria Wealth Solutions, Inc.: XSOE position timeline

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

Atria Wealth Solutions, Inc. held 6,345 XSOE 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 6,345 shares
    Change vs previous 13F -13,832 shares

    <0.01% of the 13F portfolio, value $218,807.

    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 20,177 shares
    Change vs previous 13F +9,785 shares

    0.01% of the 13F portfolio, value $622,851.

    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 10,392 shares
    Change vs previous 13F -79 shares

    <0.01% of the 13F portfolio, value $316,940.

    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 10,471 shares
    Change vs previous 13F -1,329 shares

    <0.01% of the 13F portfolio, value $345,870.

    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 11,800 shares
    Change vs previous 13F +95 shares

    <0.01% of the 13F portfolio, value $361,440.

    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 11,705 shares
    Change vs previous 13F -189 shares

    <0.01% of the 13F portfolio, value $344,829.

    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 11,894 shares
    Change vs previous 13F -5,738 shares

    <0.01% of the 13F portfolio, value $343,499.

    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 17,632 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $470,245.

    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).