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Disclosery

Atria Wealth Solutions, Inc.: IIGD position timeline

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

Atria Wealth Solutions, Inc. held 75,000 IIGD 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 75,000 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $1,851,750.

    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 75,000 shares
    Change vs previous 13F -20,000 shares

    0.02% of the 13F portfolio, value $1,837,500.

    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 95,000 shares
    Change vs previous 13F -10,000 shares

    0.03% of the 13F portfolio, value $2,300,188.

    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 105,000 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $2,599,779.

    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 105,000 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $2,518,226.

    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 105,000 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,526,479.

    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).