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Disclosery

Atria Wealth Solutions, Inc.: IGSB position timeline

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

Atria Wealth Solutions, Inc. held 237,361 IGSB 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 237,361 shares
    Change vs previous 13F -124,598 shares

    0.28% of the 13F portfolio, value $12,506,844.

    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 361,959 shares
    Change vs previous 13F +202,780 shares

    0.23% of the 13F portfolio, value $18,955,761.

    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 159,179 shares
    Change vs previous 13F -1,864 shares

    0.09% of the 13F portfolio, value $8,229,595.

    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 161,043 shares
    Change vs previous 13F -981 shares

    0.09% of the 13F portfolio, value $8,480,567.

    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 162,024 shares
    Change vs previous 13F +17,919 shares

    0.09% of the 13F portfolio, value $8,302,152.

    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 144,105 shares
    Change vs previous 13F +3,118 shares

    0.08% of the 13F portfolio, value $7,389,701.

    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 140,987 shares
    Change vs previous 13F +4,704 shares

    0.09% of the 13F portfolio, value $7,229,119.

    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 136,283 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $6,790,986.

    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).