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Disclosery

Atria Wealth Solutions, Inc.: IAI position timeline

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

Atria Wealth Solutions, Inc. held 17,571 IAI 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 17,571 shares
    Change vs previous 13F -7,635 shares

    0.07% of the 13F portfolio, value $2,972,066.

    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 25,206 shares
    Change vs previous 13F -14,350 shares

    0.04% of the 13F portfolio, value $3,531,630.

    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 39,556 shares
    Change vs previous 13F +24,764 shares

    0.06% of the 13F portfolio, value $5,700,091.

    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 14,792 shares
    Change vs previous 13F +359 shares

    0.02% of the 13F portfolio, value $1,901,661.

    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 14,433 shares
    Change vs previous 13F +8,789 shares

    0.02% of the 13F portfolio, value $1,687,716.

    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 5,644 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $654,760.

    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).