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Atria Wealth Solutions, Inc.: IGLB position timeline

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

Atria Wealth Solutions, Inc. held 26,853 IGLB 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 26,853 shares
    Change vs previous 13F -15,607 shares

    0.03% of the 13F portfolio, value $1,347,935.

    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 42,460 shares
    Change vs previous 13F -39,437 shares

    0.03% of the 13F portfolio, value $2,132,766.

    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 81,897 shares
    Change vs previous 13F +51,426 shares

    0.04% of the 13F portfolio, value $4,045,712.

    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 30,471 shares
    Change vs previous 13F +4,536 shares

    0.02% of the 13F portfolio, value $1,632,942.

    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 25,935 shares
    Change vs previous 13F -52,850 shares

    0.01% of the 13F portfolio, value $1,297,793.

    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 78,785 shares
    Change vs previous 13F +56,173 shares

    0.05% of the 13F portfolio, value $4,058,215.

    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 22,612 shares
    Change vs previous 13F -9,016 shares

    0.01% of the 13F portfolio, value $1,191,419.

    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 31,628 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,490,944.

    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).