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Disclosery

Atria Wealth Solutions, Inc.: IJT position timeline

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

Atria Wealth Solutions, Inc. held 3,774 IJT 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 3,774 shares
    Change vs previous 13F -78,796 shares

    0.01% of the 13F portfolio, value $502,091.

    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 82,570 shares
    Change vs previous 13F +255 shares

    0.12% of the 13F portfolio, value $10,280,062.

    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 82,315 shares
    Change vs previous 13F +14,997 shares

    0.12% of the 13F portfolio, value $11,143,009.

    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 67,318 shares
    Change vs previous 13F +5,733 shares

    0.1% of the 13F portfolio, value $9,390,236.

    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 61,585 shares
    Change vs previous 13F +23,863 shares

    0.09% of the 13F portfolio, value $7,909,338.

    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 37,722 shares
    Change vs previous 13F +777 shares

    0.06% of the 13F portfolio, value $4,931,439.

    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 36,945 shares
    Change vs previous 13F +3,287 shares

    0.06% of the 13F portfolio, value $4,623,255.

    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 33,658 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,694,490.

    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).