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Atria Wealth Solutions, Inc.: IEF position timeline

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

Atria Wealth Solutions, Inc. held 88,026 IEF 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 88,026 shares
    Change vs previous 13F -29,052 shares

    0.19% of the 13F portfolio, value $8,428,417.

    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 117,078 shares
    Change vs previous 13F -222,597 shares

    0.13% of the 13F portfolio, value $11,165,706.

    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 339,675 shares
    Change vs previous 13F -306,689 shares

    0.34% of the 13F portfolio, value $31,402,971.

    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 646,364 shares
    Change vs previous 13F +88,783 shares

    0.69% of the 13F portfolio, value $63,421,239.

    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 557,581 shares
    Change vs previous 13F +13,457 shares

    0.58% of the 13F portfolio, value $52,217,501.

    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 544,124 shares
    Change vs previous 13F +177,194 shares

    0.58% of the 13F portfolio, value $51,506,874.

    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 366,930 shares
    Change vs previous 13F +35,957 shares

    0.44% of the 13F portfolio, value $35,368,360.

    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 330,973 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $30,313,859.

    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).