NEXT Financial Group, Inc

13F Filings History

Latest 13F report
Q3 2024 - Nov 8, 2024
Signature - Title
Amanda Hawley - General Counsel, Atria Wealth Solutions, Inc.
Location
Houston, TX
Summary
This page shows a list of all the recent 13F filings made by NEXT Financial Group, Inc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. NEXT Financial Group, Inc reported 2951 stock holdings with total value $1.52B as of Q4 2021. Top holdings included AAPL, BND, IVV, VONE, and MSFT. Atria Wealth Solutions, Inc. is reporting for NEXT Financial Group, Inc.
Holdings Value

Atria Wealth Solutions, Inc. is reporting for NEXT Financial Group, Inc:

Name Holdings Value Location File Number
Atria Wealth Solutions, Inc. $9.2B New York, NY 028-22515
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 13F-NT 11/8/2024, 01:49 PM
Q2 2024 13F-NT 7/22/2024, 04:39 PM
Q1 2024 13F-NT 5/13/2024, 01:12 PM
Q4 2023 0 13F-NT 2/2/2024, 10:00 AM
Q3 2023 0 13F-NT 11/8/2023, 12:46 PM
Q2 2023 0 13F-NT 8/3/2023, 02:36 PM
Q1 2023 0 13F-NT 5/10/2023, 10:29 AM
Q4 2022 0 13F-NT 2/13/2023, 02:34 PM
Q3 2022 0 13F-NT 11/14/2022, 08:47 AM
Q2 2022 0 13F-NT 8/15/2022, 01:43 PM
Q1 2022 0 13F-NT 5/16/2022, 11:59 AM
Q4 2021 2,951 $1.52B +$260M -$92.7M +$167M AAPL, BND, IVV, VONE, MSFT 13F-HR 2/15/2022, 04:11 PM
Q3 2021 2,801 $1.28B +$136M -$83.6M +$52M AAPL, BND, VONE, IVV, QQQ 13F-HR 10/14/2021, 06:03 PM
Q2 2021 2,668 $1.25B +$137M -$75.5M +$61.5M AAPL, BND, VONE, QQQ, IVV 13F-HR 7/13/2021, 04:45 PM
Q1 2021 2,575 $1.13B +$133M -$88.5M +$44M AAPL, BND, VONE, QQQ, IVV 13F-HR 4/16/2021, 02:31 PM
Q4 2020 2,388 $1.04B +$125M -$107M +$17.8M AAPL, BND, VONE, QQQ, IVV 13F-HR 2/5/2021, 09:42 AM
Q3 2020 2,206 $929M +$206M -$160M +$45.8M BND, AAPL, VONE, QQQ, MSFT 13F-HR 10/22/2020, 11:02 AM
Q2 2020 596 $857M +$118M -$143M -$25.6M BND, AAPL, VONE, QQQ, SHY 13F-HR 7/23/2020, 06:28 PM
Q1 2020 2,116 $776M +$133M -$146M -$13.4M BND, VONE, SHY, AAPL, BSV 13F-HR 4/27/2020, 12:57 PM
Q4 2019 2,347 $969M +$122M -$128M -$6.31M BND, VONE, AAPL, QQQ, HYG 13F-HR 1/21/2020, 05:03 PM
Q3 2019 2,329 $921M +$92.6M -$110M -$17.2M BND, VONE, AAPL, QQQ, BSV 13F-HR 10/17/2019, 03:43 PM
Q2 2019 2,311 $934M +$663M -$131M +$532M BND, VONE, AAPL, QQQ, IEF 13F-HR 7/16/2019, 04:43 PM
Q1 2019 1,642 $395M +$222M -$361M -$139M SHY, VGSH, SCHO, NEAR, BIL 13F-HR 7/16/2019, 04:02 PM
Q4 2018 1,933 $481M +$322M -$27.3M +$294M AAPL, BND, QQQ, VTI, BRKB 13F-HR 2/11/2019, 01:58 PM
Q3 2018 1,458 $216M +$48.3M -$106M -$57.7M AAPL, BRKB, T, BRKA, RDSB 13F-HR 10/9/2018, 02:32 PM
Q2 2018 289 $260M +$13.1M -$236M -$223M VONE, BND, AAPL, BRKB, META 13F-HR 8/10/2018, 01:34 PM
Q1 2018 411 $474M +$252M -$6.59M +$245M BND, VONE, AAPL, QQQ, BRKB 13F-HR 5/16/2018, 02:07 PM
Q4 2017 276 $234M +$7.88M -$144M -$136M AAPL, META, T, QQQ, BRKB 13F-HR 1/16/2018, 03:56 PM
Q3 2017 1,736 $359M +$24.9M -$93.7M -$68.7M AAPL, META, BRKB, QQQ, T 13F-HR 11/8/2017, 11:43 AM
Q2 2017 1,891 $409M +$63.9M -$18.7M +$45.3M AAPL, T, BND, META, VONE 13F-HR 7/12/2017, 05:03 PM
Q1 2017 1,863 $359M +$16.5M -$255M -$238M AAPL, T, META, SPY, QQQ 13F-HR 5/8/2017, 11:32 AM
Q4 2016 2,360 $569M +$52.4M -$47.2M +$5.21M AAPL, T, META, BRKB, DIS 13F-HR 2/2/2017, 12:07 PM
Q3 2016 2,356 $554M +$243M -$12M +$231M AAPL, T, META, SPY, LQD 13F-HR 11/1/2016, 04:40 PM
Q2 2016 1,726 $315M +$37.1M -$12.7M +$24.4M AAPL, T, LQD, SPY, META 13F-HR 7/7/2016, 03:11 PM
Q1 2016 1,707 $283M +$39.6M -$28.1M +$11.5M AAPL, T, LQD, SPY, META 13F-HR 4/20/2016, 10:55 AM
Q4 2015 1,757 $268M +$24.7M -$43.9M -$19.3M AAPL, HD, META, T, SPY Restatement 2/2/2016, 01:25 PM
Q3 2015 1,802 $279M +$42.5M -$31.1M +$11.5M AAPL, T, HD, SPY, META 13F-HR 10/19/2015, 06:25 PM
Q2 2015 1,829 $290M +$23.4M -$39.6M -$16.2M AAPL, T, VIG, BRKB, VZ 13F-HR 7/29/2015, 01:55 PM
Q1 2015 1,834 $312M +$36.2M -$27M +$9.19M AAPL, IVV, VIG, T, BRKB 13F-HR 4/15/2015, 10:11 AM
Q4 2014 1,882 $301M +$21.1M -$233M -$212M AAPL, IVV, VIG, T, BRKB 13F-HR 2/9/2015, 09:10 PM
Q3 2014 2,498 $502M +$318M -$16.3M +$302M AAPL, IVV, LQD, T, VIG Restatement 2/10/2015, 03:35 PM
Q2 2014 1,207 $190M $0 $0 AAPL, T, BRKB, XOM, META 13F-HR 8/14/2014, 04:40 PM