Atria Wealth Solutions, Inc.
- SEC CIK
- 0001927543
- Latest filing
- Jul 25, 2025
SUM holding history
Summit Materials, 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.
SUM overviewAll 13F holders of SUMFull Q2 2025 holdings
- Shares (Q2 2023)
- 0
- Sold out in Q2 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 5
- Since Q1 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2023 | 0 | $0 | 0.0% | −14,321−100.0% | Sold out | Holders |
| Q1 2023 | 14,321 | $408.0K | <0.1% | −1,821−11.3% | Reduced | Holders |
| Q4 2022 | 16,142 | $458.3K | <0.1% | −3,534−18.0% | Reduced | Holders |
| Q3 2022 | 19,676 | $471.0K | <0.1% | −3,600−15.5% | Reduced | Holders |
| Q2 2022 | 23,276 | $542.0K | <0.1% | +559+2.5% | Added | Holders |
| Q1 2022 | 22,717 | $706.0K | <0.1% | – | No prior filing | Holders |