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Disclosery

Atria Wealth Solutions, Inc.: IGF position timeline

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

Atria Wealth Solutions, Inc. held 17,256 IGF 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 17,256 shares
    Change vs previous 13F +11,127 shares

    0.02% of the 13F portfolio, value $1,019,078.

    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 6,129 shares
    Change vs previous 13F -3,199 shares

    <0.01% of the 13F portfolio, value $335,095.

    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 9,328 shares
    Change vs previous 13F -316 shares

    0.01% of the 13F portfolio, value $487,576.

    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 9,644 shares
    Change vs previous 13F -14,272 shares

    0.01% of the 13F portfolio, value $524,932.

    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 23,916 shares
    Change vs previous 13F +14,593 shares

    0.01% of the 13F portfolio, value $1,146,063.

    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 9,323 shares
    Change vs previous 13F -30 shares

    0.01% of the 13F portfolio, value $443,984.

    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 9,353 shares
    Change vs previous 13F -35 shares

    0.01% of the 13F portfolio, value $440,081.

    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 9,388 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $406,401.

    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).