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Atria Wealth Solutions, Inc.: XYZ position timeline

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

Atria Wealth Solutions, Inc. held 5,552 XYZ 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 5,552 shares
    Change vs previous 13F -9,607 shares

    0.01% of the 13F portfolio, value $383,720.

    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 15,159 shares
    Change vs previous 13F -1,401 shares

    0.01% of the 13F portfolio, value $823,589.

    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 16,560 shares
    Change vs previous 13F -5,241 shares

    0.02% of the 13F portfolio, value $1,407,417.

    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 21,801 shares
    Change vs previous 13F +22 shares

    0.02% of the 13F portfolio, value $1,463,506.

    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 21,779 shares
    Change vs previous 13F +5,536 shares

    0.02% of the 13F portfolio, value $1,404,533.

    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 16,243 shares
    Change vs previous 13F -477 shares

    0.02% of the 13F portfolio, value $1,373,839.

    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 16,720 shares
    Change vs previous 13F +1,897 shares

    0.02% of the 13F portfolio, value $1,293,298.

    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 14,823 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $656,069.

    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).