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Atria Wealth Solutions, Inc.: ITA position timeline

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

Atria Wealth Solutions, Inc. held 16,881 ITA 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 16,881 shares
    Change vs previous 13F -15,303 shares

    0.07% of the 13F portfolio, value $3,175,120.

    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 32,184 shares
    Change vs previous 13F -7,621 shares

    0.06% of the 13F portfolio, value $4,927,228.

    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 39,805 shares
    Change vs previous 13F -2,147 shares

    0.06% of the 13F portfolio, value $5,785,790.

    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 41,952 shares
    Change vs previous 13F -2,483 shares

    0.07% of the 13F portfolio, value $6,277,566.

    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 44,435 shares
    Change vs previous 13F -4,624 shares

    0.07% of the 13F portfolio, value $5,867,635.

    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 49,059 shares
    Change vs previous 13F +1,805 shares

    0.07% of the 13F portfolio, value $6,472,412.

    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 47,254 shares
    Change vs previous 13F +5,938 shares

    0.08% of the 13F portfolio, value $5,982,454.

    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 41,316 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,385,686.

    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).