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Atria Wealth Solutions, Inc.: IRM position timeline

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

Atria Wealth Solutions, Inc. held 9,205 IRM 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 9,205 shares
    Change vs previous 13F -20,212 shares

    0.02% of the 13F portfolio, value $945,400.

    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 29,417 shares
    Change vs previous 13F -12,055 shares

    0.03% of the 13F portfolio, value $2,553,368.

    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 41,472 shares
    Change vs previous 13F -7,309 shares

    0.05% of the 13F portfolio, value $4,382,193.

    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 48,781 shares
    Change vs previous 13F -4,852 shares

    0.06% of the 13F portfolio, value $5,827,819.

    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 53,633 shares
    Change vs previous 13F -2,909 shares

    0.05% of the 13F portfolio, value $4,835,812.

    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 56,542 shares
    Change vs previous 13F +15,699 shares

    0.05% of the 13F portfolio, value $4,562,867.

    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 40,843 shares
    Change vs previous 13F -7,589 shares

    0.04% of the 13F portfolio, value $2,879,474.

    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 48,432 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,903,053.

    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).