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Disclosery

Atria Wealth Solutions, Inc.: IJS position timeline

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

Atria Wealth Solutions, Inc. held 3,565 IJS 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 3,565 shares
    Change vs previous 13F -61,725 shares

    0.01% of the 13F portfolio, value $354,726.

    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 65,290 shares
    Change vs previous 13F -3,939 shares

    0.08% of the 13F portfolio, value $6,364,551.

    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 69,229 shares
    Change vs previous 13F +3,624 shares

    0.08% of the 13F portfolio, value $7,518,973.

    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 65,605 shares
    Change vs previous 13F +273 shares

    0.08% of the 13F portfolio, value $7,063,066.

    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 65,332 shares
    Change vs previous 13F +2,541 shares

    0.07% of the 13F portfolio, value $6,354,812.

    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 62,791 shares
    Change vs previous 13F -52,979 shares

    0.07% of the 13F portfolio, value $6,452,529.

    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 115,770 shares
    Change vs previous 13F +60,905 shares

    0.15% of the 13F portfolio, value $11,932,390.

    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 54,865 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $4,911,230.

    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).