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Atria Wealth Solutions, Inc.: ITB position timeline

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

Atria Wealth Solutions, Inc. held 2,671 ITB 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 2,671 shares
    Change vs previous 13F -532 shares

    0.01% of the 13F portfolio, value $248,857.

    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 3,203 shares
    Change vs previous 13F -10,336 shares

    <0.01% of the 13F portfolio, value $304,958.

    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 13,539 shares
    Change vs previous 13F -45 shares

    0.02% of the 13F portfolio, value $1,399,780.

    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 13,584 shares
    Change vs previous 13F -3,114 shares

    0.02% of the 13F portfolio, value $1,726,573.

    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 16,698 shares
    Change vs previous 13F +1,873 shares

    0.02% of the 13F portfolio, value $1,687,571.

    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 14,825 shares
    Change vs previous 13F +3,876 shares

    0.02% of the 13F portfolio, value $1,716,295.

    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 10,949 shares
    Change vs previous 13F +5,271 shares

    0.01% of the 13F portfolio, value $1,113,882.

    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 5,678 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $446,549.

    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).