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Atria Wealth Solutions, Inc.: IJR position timeline

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

Atria Wealth Solutions, Inc. held 155,077 IJR 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 155,077 shares
    Change vs previous 13F -221,477 shares

    0.39% of the 13F portfolio, value $17,114,885.

    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 376,554 shares
    Change vs previous 13F -48,411 shares

    0.47% of the 13F portfolio, value $39,376,260.

    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 424,965 shares
    Change vs previous 13F -107,743 shares

    0.54% of the 13F portfolio, value $48,964,433.

    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 532,708 shares
    Change vs previous 13F +26,944 shares

    0.68% of the 13F portfolio, value $62,305,474.

    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 505,764 shares
    Change vs previous 13F +37,969 shares

    0.6% of the 13F portfolio, value $53,944,733.

    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 467,795 shares
    Change vs previous 13F -5,702 shares

    0.58% of the 13F portfolio, value $51,700,741.

    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 473,497 shares
    Change vs previous 13F +51,828 shares

    0.64% of the 13F portfolio, value $51,256,000.

    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 421,669 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $39,853,425.

    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).