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Disclosery

Atria Wealth Solutions, Inc.: IUSB position timeline

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

Atria Wealth Solutions, Inc. held 1,095,353 IUSB 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 1,095,353 shares
    Change vs previous 13F -994,055 shares

    1.14% of the 13F portfolio, value $50,569,765.

    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 2,089,408 shares
    Change vs previous 13F -47,230 shares

    1.16% of the 13F portfolio, value $96,279,901.

    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 2,136,638 shares
    Change vs previous 13F -164,554 shares

    1.06% of the 13F portfolio, value $96,576,045.

    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 2,301,192 shares
    Change vs previous 13F +310,588 shares

    1.18% of the 13F portfolio, value $108,432,186.

    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 1,990,604 shares
    Change vs previous 13F +104,139 shares

    1% of the 13F portfolio, value $90,015,099.

    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 1,886,465 shares
    Change vs previous 13F +389,827 shares

    0.97% of the 13F portfolio, value $86,003,905.

    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 1,496,638 shares
    Change vs previous 13F -74,739 shares

    0.87% of the 13F portfolio, value $68,950,066.

    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 1,571,377 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $68,692,772.

    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).