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Atria Wealth Solutions, Inc.: ISRG position timeline

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

Atria Wealth Solutions, Inc. held 4,402 ISRG 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 4,402 shares
    Change vs previous 13F -2,992 shares

    0.05% of the 13F portfolio, value $2,392,335.

    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 7,394 shares
    Change vs previous 13F -1,497 shares

    0.04% of the 13F portfolio, value $3,662,026.

    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 8,891 shares
    Change vs previous 13F -6,304 shares

    0.05% of the 13F portfolio, value $4,640,889.

    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 15,195 shares
    Change vs previous 13F +1,064 shares

    0.08% of the 13F portfolio, value $7,464,932.

    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 14,131 shares
    Change vs previous 13F -442 shares

    0.07% of the 13F portfolio, value $6,285,982.

    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 14,573 shares
    Change vs previous 13F +441 shares

    0.07% of the 13F portfolio, value $5,815,897.

    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 14,132 shares
    Change vs previous 13F +801 shares

    0.06% of the 13F portfolio, value $4,767,614.

    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 13,331 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,896,518.

    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).