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Atria Wealth Solutions, Inc.: AIQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Atria Wealth Solutions, Inc. on AIQ, newest first. How the timeline and the estimate are built.

Atria Wealth Solutions, Inc. held 30,595 AIQ shares at 2025-06-30 per its 13F-HR filed 2025-07-25.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 30,595 shares
    Change vs previous 13F -94,223 shares

    0.03% of the 13F portfolio, value $1,339,785.

    13F-HR 0001420506-25-001582 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-03-31
    13F 124,818 shares
    Change vs previous 13F +5,712 shares

    0.05% of the 13F portfolio, value $4,540,897.

    13F-HR 0001420506-25-000956 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-12-31
    13F 119,106 shares
    Change vs previous 13F +1,731 shares

    0.05% of the 13F portfolio, value $4,603,387.

    13F-HR 0001420506-25-000086 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-09-30
    13F 117,375 shares
    Change vs previous 13F +1,328 shares

    0.05% of the 13F portfolio, value $4,362,832.

    13F-HR 0001420506-24-002255 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-06-30
    13F 116,047 shares
    Change vs previous 13F +3,143 shares

    0.05% of the 13F portfolio, value $4,139,950.

    13F-HR 0001420506-24-001135 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-03-31
    13F 112,904 shares
    Change vs previous 13F +22,444 shares

    0.04% of the 13F portfolio, value $3,834,221.

    13F-HR 0001420506-24-000768 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-12-31
    13F 90,460 shares
    Change vs previous 13F +7,265 shares

    0.04% of the 13F portfolio, value $2,822,276.

    13F-HR 0001420506-24-000118 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-09-30
    13F 83,195 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,238,782.

    13F-HR 0001420506-23-001936 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).