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Atria Wealth Solutions, Inc.: IJH position timeline

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

Atria Wealth Solutions, Inc. held 264,304 IJH 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 264,304 shares
    Change vs previous 13F -410,133 shares

    0.38% of the 13F portfolio, value $16,601,058.

    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 674,437 shares
    Change vs previous 13F -5,508 shares

    0.47% of the 13F portfolio, value $39,353,424.

    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 679,945 shares
    Change vs previous 13F +12,647 shares

    0.46% of the 13F portfolio, value $42,367,377.

    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 667,298 shares
    Change vs previous 13F +5,857 shares

    0.45% of the 13F portfolio, value $41,586,041.

    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 661,441 shares
    Change vs previous 13F +35,426 shares

    0.43% of the 13F portfolio, value $38,707,512.

    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 626,015 shares
    Change vs previous 13F +506,569 shares

    0.43% of the 13F portfolio, value $38,024,109.

    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 119,446 shares
    Change vs previous 13F -8,676 shares

    0.42% of the 13F portfolio, value $33,104,397.

    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 128,122 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $32,008,208.

    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).