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Atria Wealth Solutions, Inc.: IAGG position timeline

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

Atria Wealth Solutions, Inc. held 180,948 IAGG 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 180,948 shares
    Change vs previous 13F +122,229 shares

    0.21% of the 13F portfolio, value $9,244,615.

    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 58,719 shares
    Change vs previous 13F +491 shares

    0.04% of the 13F portfolio, value $2,935,345.

    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 58,228 shares
    Change vs previous 13F +9,862 shares

    0.03% of the 13F portfolio, value $2,906,747.

    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 48,366 shares
    Change vs previous 13F +3,391 shares

    0.03% of the 13F portfolio, value $2,506,330.

    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 44,975 shares
    Change vs previous 13F +6,621 shares

    0.02% of the 13F portfolio, value $2,245,172.

    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 38,354 shares
    Change vs previous 13F +416 shares

    0.02% of the 13F portfolio, value $1,915,782.

    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 37,938 shares
    Change vs previous 13F +125 shares

    0.02% of the 13F portfolio, value $1,889,312.

    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 37,813 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,844,518.

    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).