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Atria Wealth Solutions, Inc.: IBDR position timeline

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

Atria Wealth Solutions, Inc. held 286,070 IBDR 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 286,070 shares
    Change vs previous 13F -14,761 shares

    0.16% of the 13F portfolio, value $6,937,201.

    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 300,831 shares
    Change vs previous 13F +4,424 shares

    0.09% of the 13F portfolio, value $7,283,115.

    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 296,407 shares
    Change vs previous 13F -10,015 shares

    0.08% of the 13F portfolio, value $7,134,519.

    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 306,422 shares
    Change vs previous 13F +21,105 shares

    0.08% of the 13F portfolio, value $7,446,055.

    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 285,317 shares
    Change vs previous 13F -200 shares

    0.08% of the 13F portfolio, value $6,796,251.

    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 285,517 shares
    Change vs previous 13F +325 shares

    0.08% of the 13F portfolio, value $6,809,580.

    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 285,192 shares
    Change vs previous 13F +85,800 shares

    0.09% of the 13F portfolio, value $6,816,089.

    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 199,392 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $4,652,812.

    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).