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Disclosery

Atria Wealth Solutions, Inc.: IBHF position timeline

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

Atria Wealth Solutions, Inc. held 136,632 IBHF 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 136,632 shares
    Change vs previous 13F +2,160 shares

    0.07% of the 13F portfolio, value $3,173,961.

    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 134,472 shares
    Change vs previous 13F -4,430 shares

    0.04% of the 13F portfolio, value $3,122,440.

    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 138,902 shares
    Change vs previous 13F -2,057 shares

    0.04% of the 13F portfolio, value $3,215,581.

    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 140,959 shares
    Change vs previous 13F +60,928 shares

    0.04% of the 13F portfolio, value $3,299,850.

    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 80,031 shares
    Change vs previous 13F +80,031 shares

    0.02% of the 13F portfolio, value $1,833,511.

    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 ended2023-12-31
    13F 0 shares
    Change vs previous 13F -18,359 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  7. period ended2023-09-30
    13F 18,359 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $413,628.

    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).