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Atria Wealth Solutions, Inc.: IEMG position timeline

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

Atria Wealth Solutions, Inc. held 380,836 IEMG 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 380,836 shares
    Change vs previous 13F -13,589 shares

    0.52% of the 13F portfolio, value $22,915,794.

    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 394,425 shares
    Change vs previous 13F +54,369 shares

    0.26% of the 13F portfolio, value $21,287,123.

    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 340,056 shares
    Change vs previous 13F +81,172 shares

    0.19% of the 13F portfolio, value $17,757,773.

    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 258,884 shares
    Change vs previous 13F -111,768 shares

    0.16% of the 13F portfolio, value $14,862,497.

    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 370,652 shares
    Change vs previous 13F +136,923 shares

    0.22% of the 13F portfolio, value $19,840,993.

    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 233,729 shares
    Change vs previous 13F -129,910 shares

    0.14% of the 13F portfolio, value $12,060,437.

    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 363,639 shares
    Change vs previous 13F +4,803 shares

    0.23% of the 13F portfolio, value $18,392,882.

    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 358,836 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $17,077,011.

    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).