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Disclosery

Atria Wealth Solutions, Inc.: ICOW position timeline

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

Atria Wealth Solutions, Inc. held 13,154 ICOW 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 13,154 shares
    Change vs previous 13F -37,535 shares

    0.01% of the 13F portfolio, value $447,633.

    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 50,689 shares
    Change vs previous 13F -183 shares

    0.02% of the 13F portfolio, value $1,592,157.

    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 50,872 shares
    Change vs previous 13F -6,143 shares

    0.02% of the 13F portfolio, value $1,487,454.

    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 57,015 shares
    Change vs previous 13F -31,174 shares

    0.02% of the 13F portfolio, value $1,808,504.

    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 88,189 shares
    Change vs previous 13F -10,386 shares

    0.03% of the 13F portfolio, value $2,678,086.

    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 98,575 shares
    Change vs previous 13F -3,477 shares

    0.04% of the 13F portfolio, value $3,149,481.

    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 102,052 shares
    Change vs previous 13F -9,770 shares

    0.04% of the 13F portfolio, value $3,191,990.

    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 111,822 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,340,118.

    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).