Skip to content
Disclosery

Atria Wealth Solutions, Inc.: IDXX position timeline

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

Atria Wealth Solutions, Inc. held 1,589 IDXX 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 1,589 shares
    Change vs previous 13F -3,459 shares

    0.02% of the 13F portfolio, value $852,916.

    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 5,048 shares
    Change vs previous 13F +115 shares

    0.03% of the 13F portfolio, value $2,119,908.

    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 4,933 shares
    Change vs previous 13F -1,229 shares

    0.02% of the 13F portfolio, value $2,039,309.

    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 6,162 shares
    Change vs previous 13F +397 shares

    0.03% of the 13F portfolio, value $3,113,140.

    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 5,765 shares
    Change vs previous 13F +120 shares

    0.03% of the 13F portfolio, value $2,808,485.

    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 5,645 shares
    Change vs previous 13F +535 shares

    0.03% of the 13F portfolio, value $3,047,658.

    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 5,110 shares
    Change vs previous 13F -39 shares

    0.04% of the 13F portfolio, value $2,836,051.

    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 5,149 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,251,304.

    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).