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Atria Wealth Solutions, Inc.: IMCB position timeline

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

Atria Wealth Solutions, Inc. held 8,727 IMCB 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 8,727 shares
    Change vs previous 13F -47,006 shares

    0.02% of the 13F portfolio, value $695,193.

    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 55,733 shares
    Change vs previous 13F -208 shares

    0.05% of the 13F portfolio, value $4,128,868.

    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 55,941 shares
    Change vs previous 13F -17 shares

    0.05% of the 13F portfolio, value $4,259,907.

    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 55,958 shares
    Change vs previous 13F -570 shares

    0.05% of the 13F portfolio, value $4,253,927.

    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 56,528 shares
    Change vs previous 13F +83 shares

    0.04% of the 13F portfolio, value $3,962,285.

    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 56,445 shares
    Change vs previous 13F +129 shares

    0.05% of the 13F portfolio, value $4,110,889.

    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 56,316 shares
    Change vs previous 13F -1,076 shares

    0.05% of the 13F portfolio, value $3,780,493.

    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 57,392 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,430,020.

    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).