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Atria Wealth Solutions, Inc.: IOO position timeline

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

Atria Wealth Solutions, Inc. held 29,022 IOO 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 29,022 shares
    Change vs previous 13F +3,152 shares

    0.07% of the 13F portfolio, value $3,129,563.

    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 25,870 shares
    Change vs previous 13F +4,865 shares

    0.03% of the 13F portfolio, value $2,491,028.

    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 21,005 shares
    Change vs previous 13F -9,942 shares

    0.02% of the 13F portfolio, value $2,116,686.

    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 30,947 shares
    Change vs previous 13F -2,200 shares

    0.03% of the 13F portfolio, value $3,068,740.

    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 33,147 shares
    Change vs previous 13F +10,423 shares

    0.04% of the 13F portfolio, value $3,201,370.

    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 22,724 shares
    Change vs previous 13F +2,836 shares

    0.02% of the 13F portfolio, value $2,031,704.

    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 19,888 shares
    Change vs previous 13F +3,822 shares

    0.02% of the 13F portfolio, value $1,601,338.

    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 16,066 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,176,640.

    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).