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Atria Wealth Solutions, Inc.: ICVT position timeline

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

Atria Wealth Solutions, Inc. held 13,386 ICVT 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 13,386 shares
    Change vs previous 13F -9,035 shares

    0.03% of the 13F portfolio, value $1,207,695.

    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 22,421 shares
    Change vs previous 13F -5,389 shares

    0.02% of the 13F portfolio, value $1,874,555.

    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 27,810 shares
    Change vs previous 13F +7,200 shares

    0.03% of the 13F portfolio, value $2,363,086.

    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 20,610 shares
    Change vs previous 13F -2,110 shares

    0.02% of the 13F portfolio, value $1,724,425.

    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 22,720 shares
    Change vs previous 13F -1,992 shares

    0.02% of the 13F portfolio, value $1,786,481.

    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 24,712 shares
    Change vs previous 13F +4,545 shares

    0.02% of the 13F portfolio, value $1,972,780.

    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 20,167 shares
    Change vs previous 13F +15,449 shares

    0.02% of the 13F portfolio, value $1,584,931.

    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 4,718 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $350,127.

    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).