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Atria Wealth Solutions, Inc.: IGRO position timeline

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

Atria Wealth Solutions, Inc. held 10,997 IGRO 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 10,997 shares
    Change vs previous 13F -13,084 shares

    0.02% of the 13F portfolio, value $867,587.

    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 24,081 shares
    Change vs previous 13F +2,036 shares

    0.02% of the 13F portfolio, value $1,744,459.

    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 22,045 shares
    Change vs previous 13F +658 shares

    0.02% of the 13F portfolio, value $1,498,163.

    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 21,387 shares
    Change vs previous 13F +4,798 shares

    0.02% of the 13F portfolio, value $1,595,251.

    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 16,589 shares
    Change vs previous 13F +4,054 shares

    0.01% of the 13F portfolio, value $1,118,098.

    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 12,535 shares
    Change vs previous 13F +198 shares

    0.01% of the 13F portfolio, value $844,357.

    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 12,337 shares
    Change vs previous 13F +2,723 shares

    0.01% of the 13F portfolio, value $796,600.

    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 9,614 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $573,775.

    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).