Atria Wealth Solutions, Inc.

SEC CIK: 0001927543
Latest filing: Jul 25, 2025

SEC filings (opens in a new tab)

SYM holding history

Symbotic 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.

SYM overview All 13F holders of SYM Full Q2 2025 holdings

Shares (Q2 2025): 37,133
Value: $1.44M
% of portfolio: <0.1%
Quarters held: 3; Since Q1 2024

Holdings of SYM by Atria Wealth Solutions, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2025	37,133	$1.44M	<0.1%	+1,723+4.9%	Added	Holders
Q1 2025	35,410	$715.6K	<0.1%	+35,410	New	Holders
Q2 2024	0	$0	0.0%	−9,406−100.0%	Sold out	Holders
Q1 2024	9,406	$423.3K	<0.1%	+9,406	New	Holders