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Disclosery

Atria Wealth Solutions, Inc.: XYLD position timeline

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

Atria Wealth Solutions, Inc. held 52,037 XYLD 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 52,037 shares
    Change vs previous 13F -23,917 shares

    0.05% of the 13F portfolio, value $2,026,649.

    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 75,954 shares
    Change vs previous 13F +1,276 shares

    0.04% of the 13F portfolio, value $2,999,436.

    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 74,678 shares
    Change vs previous 13F -1,241 shares

    0.04% of the 13F portfolio, value $3,190,818.

    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 75,919 shares
    Change vs previous 13F -1,693 shares

    0.03% of the 13F portfolio, value $3,150,657.

    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 77,612 shares
    Change vs previous 13F -6,920 shares

    0.03% of the 13F portfolio, value $3,156,521.

    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 84,532 shares
    Change vs previous 13F +7,995 shares

    0.04% of the 13F portfolio, value $3,448,087.

    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 76,537 shares
    Change vs previous 13F -11,566 shares

    0.04% of the 13F portfolio, value $3,032,910.

    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 88,103 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,426,352.

    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).