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Atria Wealth Solutions, Inc.: IAT position timeline

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

Atria Wealth Solutions, Inc. held 8,207 IAT 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 8,207 shares
    Change vs previous 13F -131 shares

    0.01% of the 13F portfolio, value $411,544.

    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 8,338 shares
    Change vs previous 13F -25,669 shares

    <0.01% of the 13F portfolio, value $388,801.

    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 34,007 shares
    Change vs previous 13F +23,769 shares

    0.02% of the 13F portfolio, value $1,712,593.

    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 10,238 shares
    Change vs previous 13F -549 shares

    0.01% of the 13F portfolio, value $486,715.

    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 10,787 shares
    Change vs previous 13F -56,903 shares

    <0.01% of the 13F portfolio, value $447,245.

    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 67,690 shares
    Change vs previous 13F +44,218 shares

    0.03% of the 13F portfolio, value $2,936,362.

    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 23,472 shares
    Change vs previous 13F +637 shares

    0.01% of the 13F portfolio, value $982,079.

    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 22,835 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $768,825.

    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).