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Disclosery

Atria Wealth Solutions, Inc.: IAUM position timeline

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

Atria Wealth Solutions, Inc. held 167,703 IAUM 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 167,703 shares
    Change vs previous 13F -138,618 shares

    0.13% of the 13F portfolio, value $5,532,522.

    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 306,321 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $9,548,026.

    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).