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Atria Wealth Solutions, Inc.: IGV position timeline

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

Atria Wealth Solutions, Inc. held 18,492 IGV 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 18,492 shares
    Change vs previous 13F -19,956 shares

    0.05% of the 13F portfolio, value $2,026,563.

    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 38,448 shares
    Change vs previous 13F -10,012 shares

    0.04% of the 13F portfolio, value $3,421,521.

    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 48,460 shares
    Change vs previous 13F +11,798 shares

    0.05% of the 13F portfolio, value $4,851,839.

    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 36,662 shares
    Change vs previous 13F -9,745 shares

    0.04% of the 13F portfolio, value $3,276,554.

    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 46,407 shares
    Change vs previous 13F -10,018 shares

    0.04% of the 13F portfolio, value $4,032,797.

    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 56,425 shares
    Change vs previous 13F +41,747 shares

    0.05% of the 13F portfolio, value $4,811,402.

    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 14,678 shares
    Change vs previous 13F -965 shares

    0.07% of the 13F portfolio, value $5,954,024.

    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 15,643 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $5,338,366.

    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).