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Atria Wealth Solutions, Inc.: IGE position timeline

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

Atria Wealth Solutions, Inc. held 11,418 IGE 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 11,418 shares
    Change vs previous 13F -17,583 shares

    0.01% of the 13F portfolio, value $517,066.

    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 29,001 shares
    Change vs previous 13F -3,128 shares

    0.02% of the 13F portfolio, value $1,318,662.

    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 32,129 shares
    Change vs previous 13F -28,974 shares

    0.02% of the 13F portfolio, value $1,372,873.

    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 61,103 shares
    Change vs previous 13F -11,489 shares

    0.03% of the 13F portfolio, value $2,692,805.

    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 72,592 shares
    Change vs previous 13F +613 shares

    0.04% of the 13F portfolio, value $3,194,035.

    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 71,979 shares
    Change vs previous 13F +1,401 shares

    0.04% of the 13F portfolio, value $3,238,326.

    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 70,578 shares
    Change vs previous 13F +1,673 shares

    0.04% of the 13F portfolio, value $2,873,937.

    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 68,905 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,865,746.

    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).