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Disclosery

Atria Wealth Solutions, Inc.: IETC position timeline

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

Atria Wealth Solutions, Inc. held 55,773 IETC 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 55,773 shares
    Change vs previous 13F -2,569 shares

    0.12% of the 13F portfolio, value $5,242,673.

    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 58,342 shares
    Change vs previous 13F -11,665 shares

    0.05% of the 13F portfolio, value $4,372,150.

    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 70,007 shares
    Change vs previous 13F +56,145 shares

    0.07% of the 13F portfolio, value $5,972,997.

    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 13,862 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $1,086,365.

    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 13,862 shares
    Change vs previous 13F -2,038 shares

    0.01% of the 13F portfolio, value $1,042,146.

    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 15,900 shares
    Change vs previous 13F +3,340 shares

    0.01% of the 13F portfolio, value $1,125,720.

    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 12,560 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $783,367.

    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 12,560 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $669,861.

    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).