Atria Wealth Solutions, Inc.
- SEC CIK
- 0001927543
- Latest filing
- Jul 25, 2025
JBL holding history
Jabil Inc in every 13F filed by Atria Wealth Solutions, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
JBL overviewAll 13F holders of JBLFull Q2 2025 holdings
- Shares (Q2 2025)
- 1,223
- Value
- $266.8K
- % of portfolio
- <0.1%
- Quarters held
- 6
- Since Q4 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2025 | 1,223 | $266.8K | <0.1% | −6,949−85.0% | Reduced | Holders |
| Q1 2025 | 8,172 | $1.11M | <0.1% | +468+6.1% | Added | Holders |
| Q4 2024 | 7,704 | $1.11M | <0.1% | +7,704 | New | Holders |
| Q2 2024 | 0 | $0 | 0.0% | −1,520−100.0% | Sold out | Holders |
| Q1 2024 | 1,520 | $203.7K | <0.1% | +1,520 | New | Holders |
| Q4 2023 | 0 | $0 | 0.0% | −1,726−100.0% | Sold out | Holders |
| Q3 2023 | 1,726 | $219.0K | <0.1% | +1,726 | New | Holders |
| Q1 2023 | 0 | $0 | 0.0% | −14,615−100.0% | Sold out | Holders |
| Q4 2022 | 14,615 | $996.7K | <0.1% | +14,615 | New | Holders |