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Atria Wealth Solutions, Inc.: ITOT position timeline

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

Atria Wealth Solutions, Inc. held 49,638 ITOT 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 49,638 shares
    Change vs previous 13F -85,287 shares

    0.15% of the 13F portfolio, value $6,721,068.

    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 134,925 shares
    Change vs previous 13F -34,301 shares

    0.2% of the 13F portfolio, value $16,462,240.

    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 169,226 shares
    Change vs previous 13F -4,319 shares

    0.24% of the 13F portfolio, value $21,765,723.

    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 173,545 shares
    Change vs previous 13F +3,738 shares

    0.24% of the 13F portfolio, value $21,800,823.

    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 169,807 shares
    Change vs previous 13F -11,768 shares

    0.22% of the 13F portfolio, value $20,169,533.

    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 181,575 shares
    Change vs previous 13F +2,143 shares

    0.24% of the 13F portfolio, value $20,935,553.

    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 179,432 shares
    Change vs previous 13F +25,873 shares

    0.24% of the 13F portfolio, value $18,881,677.

    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 153,559 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $14,507,257.

    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).