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Atria Wealth Solutions, Inc.: IBTG position timeline

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

Atria Wealth Solutions, Inc. held 179,051 IBTG 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 179,051 shares
    Change vs previous 13F -12,440 shares

    0.09% of the 13F portfolio, value $4,105,639.

    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 191,491 shares
    Change vs previous 13F +11,966 shares

    0.05% of the 13F portfolio, value $4,392,804.

    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 179,525 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $4,094,965.

    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 179,525 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $4,140,744.

    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 179,525 shares
    Change vs previous 13F +92,000 shares

    0.05% of the 13F portfolio, value $4,067,103.

    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 87,525 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $1,987,693.

    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 87,525 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,000,384.

    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).