Skip to content
Disclosery

Atria Wealth Solutions, Inc.: IQLT position timeline

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

Atria Wealth Solutions, Inc. held 331,529 IQLT 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 331,529 shares
    Change vs previous 13F -16,632 shares

    0.32% of the 13F portfolio, value $14,328,683.

    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 348,161 shares
    Change vs previous 13F +54,254 shares

    0.17% of the 13F portfolio, value $13,818,519.

    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 293,907 shares
    Change vs previous 13F +15,278 shares

    0.12% of the 13F portfolio, value $10,909,836.

    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 278,629 shares
    Change vs previous 13F +131,105 shares

    0.13% of the 13F portfolio, value $11,560,313.

    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 147,524 shares
    Change vs previous 13F -18,333 shares

    0.06% of the 13F portfolio, value $5,760,808.

    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 165,857 shares
    Change vs previous 13F +17,484 shares

    0.07% of the 13F portfolio, value $6,577,877.

    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 148,373 shares
    Change vs previous 13F +108,291 shares

    0.07% of the 13F portfolio, value $5,572,877.

    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 40,082 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,347,168.

    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).