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Atria Wealth Solutions, Inc.: INDA position timeline

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

Atria Wealth Solutions, Inc. held 5,120 INDA 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 5,120 shares
    Change vs previous 13F -498 shares

    0.01% of the 13F portfolio, value $285,528.

    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 5,618 shares
    Change vs previous 13F -3,591 shares

    <0.01% of the 13F portfolio, value $289,195.

    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 9,209 shares
    Change vs previous 13F -16,003 shares

    0.01% of the 13F portfolio, value $484,769.

    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 25,212 shares
    Change vs previous 13F +10,202 shares

    0.02% of the 13F portfolio, value $1,475,658.

    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 15,010 shares
    Change vs previous 13F +10,208 shares

    0.01% of the 13F portfolio, value $837,258.

    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 4,802 shares
    Change vs previous 13F +700 shares

    <0.01% of the 13F portfolio, value $247,727.

    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 4,102 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $200,211.

    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).