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Atria Wealth Solutions, Inc.: IEI position timeline

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

Atria Wealth Solutions, Inc. held 94,951 IEI 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 94,951 shares
    Change vs previous 13F -43,139 shares

    0.26% of the 13F portfolio, value $11,305,430.

    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 138,090 shares
    Change vs previous 13F -644 shares

    0.2% of the 13F portfolio, value $16,313,264.

    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 138,734 shares
    Change vs previous 13F +1,692 shares

    0.18% of the 13F portfolio, value $16,030,660.

    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 137,042 shares
    Change vs previous 13F +2,777 shares

    0.18% of the 13F portfolio, value $16,390,885.

    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 134,265 shares
    Change vs previous 13F +6,390 shares

    0.17% of the 13F portfolio, value $15,503,653.

    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 127,875 shares
    Change vs previous 13F -2,110 shares

    0.17% of the 13F portfolio, value $14,809,128.

    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 129,985 shares
    Change vs previous 13F -5,766 shares

    0.19% of the 13F portfolio, value $15,225,205.

    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 135,751 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $15,361,529.

    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).