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Atria Wealth Solutions, Inc.: ICF position timeline

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

Atria Wealth Solutions, Inc. held 46,103 ICF 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 46,103 shares
    Change vs previous 13F -30,641 shares

    0.06% of the 13F portfolio, value $2,819,659.

    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 76,744 shares
    Change vs previous 13F +3,752 shares

    0.06% of the 13F portfolio, value $4,722,059.

    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 72,992 shares
    Change vs previous 13F -8,398 shares

    0.05% of the 13F portfolio, value $4,398,498.

    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 81,390 shares
    Change vs previous 13F -1,102 shares

    0.06% of the 13F portfolio, value $5,364,398.

    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 82,492 shares
    Change vs previous 13F -3,612 shares

    0.05% of the 13F portfolio, value $4,725,979.

    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 86,104 shares
    Change vs previous 13F +6,037 shares

    0.06% of the 13F portfolio, value $4,968,204.

    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 80,067 shares
    Change vs previous 13F +746 shares

    0.06% of the 13F portfolio, value $4,702,345.

    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 79,321 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $3,987,765.

    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).