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Atria Wealth Solutions, Inc.: IFRA position timeline

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

Atria Wealth Solutions, Inc. held 35,961 IFRA 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 35,961 shares
    Change vs previous 13F +2,858 shares

    0.04% of the 13F portfolio, value $1,798,137.

    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 33,103 shares
    Change vs previous 13F -92,765 shares

    0.02% of the 13F portfolio, value $1,491,964.

    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 125,868 shares
    Change vs previous 13F +1,352 shares

    0.06% of the 13F portfolio, value $5,826,464.

    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 124,516 shares
    Change vs previous 13F +4,214 shares

    0.06% of the 13F portfolio, value $5,848,520.

    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 120,302 shares
    Change vs previous 13F +9,263 shares

    0.06% of the 13F portfolio, value $5,067,134.

    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 111,039 shares
    Change vs previous 13F -8,486 shares

    0.05% of the 13F portfolio, value $4,814,625.

    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 119,525 shares
    Change vs previous 13F +10,866 shares

    0.06% of the 13F portfolio, value $4,813,246.

    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 108,659 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $3,995,269.

    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).