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Atria Wealth Solutions, Inc.

SEC CIK
0001927543
Latest filing
Jul 25, 2025

SBR holding history

Sabine Royalty Trust 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.

SBR overviewAll 13F holders of SBRFull Q2 2025 holdings

Shares (Q2 2025)
3,078
Value
$205.2K
% of portfolio
<0.1%
Quarters held
6
Since Q4 2022
Holdings of SBR by Atria Wealth Solutions, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20253,078$205.2K<0.1%+3,078NewHolders
Q1 20240$00.0%−4,115−100.0%Sold outHolders
Q4 20234,115$279.2K<0.1%−1,052−20.4%ReducedHolders
Q3 20235,167$340.5K<0.1%+983+23.5%AddedHolders
Q2 20234,184$275.9K<0.1%+431+11.5%AddedHolders
Q1 20233,753$269.5K<0.1%+1,215+47.9%AddedHolders
Q4 20222,538$216.9K<0.1%+2,538NewHolders