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Atria Wealth Solutions, Inc.: IMCV position timeline

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

Atria Wealth Solutions, Inc. held 25,407 IMCV 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 25,407 shares
    Change vs previous 13F -1,679 shares

    0.04% of the 13F portfolio, value $1,930,405.

    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 27,086 shares
    Change vs previous 13F -3,384 shares

    0.02% of the 13F portfolio, value $2,009,477.

    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 30,470 shares
    Change vs previous 13F -1,101 shares

    0.02% of the 13F portfolio, value $2,262,689.

    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 31,571 shares
    Change vs previous 13F -839 shares

    0.03% of the 13F portfolio, value $2,419,621.

    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 32,410 shares
    Change vs previous 13F +851 shares

    0.03% of the 13F portfolio, value $2,276,522.

    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 31,559 shares
    Change vs previous 13F -6,578 shares

    0.03% of the 13F portfolio, value $2,289,648.

    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 38,137 shares
    Change vs previous 13F +2,590 shares

    0.03% of the 13F portfolio, value $2,582,648.

    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 35,547 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,169,427.

    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).