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Disclosery

Atria Wealth Solutions, Inc.: INTU position timeline

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

Atria Wealth Solutions, Inc. held 1,469 INTU 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 1,469 shares
    Change vs previous 13F -3,933 shares

    0.03% of the 13F portfolio, value $1,155,526.

    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 5,402 shares
    Change vs previous 13F -839 shares

    0.04% of the 13F portfolio, value $3,317,369.

    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 6,241 shares
    Change vs previous 13F +804 shares

    0.04% of the 13F portfolio, value $3,922,434.

    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 5,437 shares
    Change vs previous 13F -82 shares

    0.04% of the 13F portfolio, value $3,376,379.

    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 5,519 shares
    Change vs previous 13F -1,585 shares

    0.04% of the 13F portfolio, value $3,627,155.

    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 7,104 shares
    Change vs previous 13F +369 shares

    0.05% of the 13F portfolio, value $4,617,625.

    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 6,735 shares
    Change vs previous 13F -145 shares

    0.05% of the 13F portfolio, value $4,210,285.

    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 6,880 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,515,816.

    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).