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Atria Wealth Solutions, Inc.: IMCG position timeline

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

Atria Wealth Solutions, Inc. held 14,816 IMCG 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 14,816 shares
    Change vs previous 13F +638 shares

    0.03% of the 13F portfolio, value $1,188,660.

    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 14,178 shares
    Change vs previous 13F +434 shares

    0.01% of the 13F portfolio, value $1,012,761.

    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 13,744 shares
    Change vs previous 13F +1,080 shares

    0.01% of the 13F portfolio, value $1,038,097.

    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 12,664 shares
    Change vs previous 13F +164 shares

    0.01% of the 13F portfolio, value $924,107.

    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 12,500 shares
    Change vs previous 13F -51,507 shares

    0.01% of the 13F portfolio, value $846,900.

    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 64,007 shares
    Change vs previous 13F +5,798 shares

    0.05% of the 13F portfolio, value $4,524,018.

    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 58,209 shares
    Change vs previous 13F +545 shares

    0.05% of the 13F portfolio, value $3,751,590.

    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 57,664 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,302,571.

    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).