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Disclosery

Atria Wealth Solutions, Inc.: IDV position timeline

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

Atria Wealth Solutions, Inc. held 38,544 IDV 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 38,544 shares
    Change vs previous 13F -13,504 shares

    0.03% of the 13F portfolio, value $1,333,137.

    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 52,048 shares
    Change vs previous 13F +4,068 shares

    0.02% of the 13F portfolio, value $1,614,536.

    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 47,980 shares
    Change vs previous 13F +8,658 shares

    0.01% of the 13F portfolio, value $1,313,681.

    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 39,322 shares
    Change vs previous 13F -3,874 shares

    0.01% of the 13F portfolio, value $1,188,687.

    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 43,196 shares
    Change vs previous 13F -2,172 shares

    0.01% of the 13F portfolio, value $1,195,224.

    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 45,368 shares
    Change vs previous 13F -660 shares

    0.01% of the 13F portfolio, value $1,272,122.

    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 46,028 shares
    Change vs previous 13F -1,663 shares

    0.02% of the 13F portfolio, value $1,288,318.

    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 47,691 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,216,719.

    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).