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Atria Wealth Solutions, Inc.: IGIB position timeline

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

Atria Wealth Solutions, Inc. held 90,461 IGIB 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 90,461 shares
    Change vs previous 13F -23,931 shares

    0.11% of the 13F portfolio, value $4,811,277.

    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 114,392 shares
    Change vs previous 13F -26,791 shares

    0.07% of the 13F portfolio, value $6,007,902.

    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 141,183 shares
    Change vs previous 13F +11,243 shares

    0.08% of the 13F portfolio, value $7,272,322.

    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 129,940 shares
    Change vs previous 13F +7,881 shares

    0.08% of the 13F portfolio, value $6,980,365.

    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 122,059 shares
    Change vs previous 13F +9,629 shares

    0.07% of the 13F portfolio, value $6,256,751.

    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 112,430 shares
    Change vs previous 13F -12,555 shares

    0.07% of the 13F portfolio, value $5,801,373.

    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 124,985 shares
    Change vs previous 13F +22,494 shares

    0.08% of the 13F portfolio, value $6,499,283.

    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 102,491 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $4,986,197.

    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).