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Atria Wealth Solutions, Inc.: IUSG position timeline

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

Atria Wealth Solutions, Inc. held 55,936 IUSG 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 55,936 shares
    Change vs previous 13F +5,576 shares

    0.19% of the 13F portfolio, value $8,479,444.

    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 50,360 shares
    Change vs previous 13F +4,288 shares

    0.08% of the 13F portfolio, value $6,399,764.

    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 46,072 shares
    Change vs previous 13F +8,740 shares

    0.07% of the 13F portfolio, value $6,420,134.

    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 37,332 shares
    Change vs previous 13F +5,631 shares

    0.05% of the 13F portfolio, value $4,924,448.

    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 31,701 shares
    Change vs previous 13F +649 shares

    0.04% of the 13F portfolio, value $4,041,275.

    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 31,052 shares
    Change vs previous 13F -461 shares

    0.04% of the 13F portfolio, value $3,639,682.

    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 31,513 shares
    Change vs previous 13F +1,432 shares

    0.04% of the 13F portfolio, value $3,280,550.

    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 30,081 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,854,626.

    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).