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Atria Wealth Solutions, Inc.: IEFA position timeline

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

Atria Wealth Solutions, Inc. held 212,827 IEFA 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 212,827 shares
    Change vs previous 13F -156,517 shares

    0.4% of the 13F portfolio, value $17,778,672.

    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 369,344 shares
    Change vs previous 13F -120,793 shares

    0.34% of the 13F portfolio, value $27,940,851.

    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 490,137 shares
    Change vs previous 13F +66,520 shares

    0.38% of the 13F portfolio, value $34,446,800.

    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 423,617 shares
    Change vs previous 13F -68,145 shares

    0.36% of the 13F portfolio, value $33,063,306.

    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 491,762 shares
    Change vs previous 13F -14,002 shares

    0.4% of the 13F portfolio, value $35,721,496.

    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 505,764 shares
    Change vs previous 13F +29,869 shares

    0.42% of the 13F portfolio, value $37,537,818.

    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 475,895 shares
    Change vs previous 13F +55,440 shares

    0.42% of the 13F portfolio, value $33,479,172.

    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 420,455 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $27,056,232.

    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).