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Atria Wealth Solutions, Inc.: IDEV position timeline

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

Atria Wealth Solutions, Inc. held 4,179 IDEV 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 4,179 shares
    Change vs previous 13F -45,907 shares

    0.01% of the 13F portfolio, value $317,766.

    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 50,086 shares
    Change vs previous 13F +8,131 shares

    0.04% of the 13F portfolio, value $3,450,426.

    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 41,955 shares
    Change vs previous 13F +18,421 shares

    0.03% of the 13F portfolio, value $2,704,841.

    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 23,534 shares
    Change vs previous 13F +2,188 shares

    0.02% of the 13F portfolio, value $1,666,885.

    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 21,346 shares
    Change vs previous 13F +2,308 shares

    0.02% of the 13F portfolio, value $1,401,182.

    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 19,038 shares
    Change vs previous 13F +429 shares

    0.01% of the 13F portfolio, value $1,278,021.

    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 18,609 shares
    Change vs previous 13F +2,821 shares

    0.01% of the 13F portfolio, value $1,184,652.

    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 15,788 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $920,144.

    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).