Skip to content
Disclosery

Atria Wealth Solutions, Inc.: IBB position timeline

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

Atria Wealth Solutions, Inc. held 5,502 IBB 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 5,502 shares
    Change vs previous 13F -7,742 shares

    0.02% of the 13F portfolio, value $703,044.

    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 13,244 shares
    Change vs previous 13F -4,137 shares

    0.02% of the 13F portfolio, value $1,693,919.

    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 17,381 shares
    Change vs previous 13F -2,079 shares

    0.03% of the 13F portfolio, value $2,297,791.

    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 19,460 shares
    Change vs previous 13F -1,461 shares

    0.03% of the 13F portfolio, value $2,833,396.

    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 20,921 shares
    Change vs previous 13F -6,737 shares

    0.03% of the 13F portfolio, value $2,871,565.

    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 27,658 shares
    Change vs previous 13F -13,323 shares

    0.04% of the 13F portfolio, value $3,795,128.

    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 40,981 shares
    Change vs previous 13F -2,115 shares

    0.07% of the 13F portfolio, value $5,567,265.

    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 43,096 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $5,270,698.

    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).