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Atria Wealth Solutions, Inc.: IBM position timeline

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

Atria Wealth Solutions, Inc. held 41,815 IBM 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 41,815 shares
    Change vs previous 13F -29,496 shares

    0.28% of the 13F portfolio, value $12,283,548.

    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 71,311 shares
    Change vs previous 13F -9,180 shares

    0.21% of the 13F portfolio, value $17,732,292.

    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 80,491 shares
    Change vs previous 13F +5,581 shares

    0.19% of the 13F portfolio, value $17,694,378.

    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 74,910 shares
    Change vs previous 13F -8,084 shares

    0.18% of the 13F portfolio, value $16,561,198.

    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 82,994 shares
    Change vs previous 13F +2,953 shares

    0.16% of the 13F portfolio, value $14,354,008.

    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 80,041 shares
    Change vs previous 13F +176 shares

    0.17% of the 13F portfolio, value $15,284,735.

    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 79,865 shares
    Change vs previous 13F -2,764 shares

    0.16% of the 13F portfolio, value $13,061,762.

    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 82,629 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $11,592,845.

    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).