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Atria Wealth Solutions, Inc.: IUSV position timeline

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

Atria Wealth Solutions, Inc. held 185,593 IUSV 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 185,593 shares
    Change vs previous 13F +65,565 shares

    0.4% of the 13F portfolio, value $17,866,708.

    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 120,028 shares
    Change vs previous 13F +5,745 shares

    0.13% of the 13F portfolio, value $11,077,283.

    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 114,283 shares
    Change vs previous 13F -200,211 shares

    0.12% of the 13F portfolio, value $10,581,525.

    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 314,494 shares
    Change vs previous 13F -1,466 shares

    0.33% of the 13F portfolio, value $30,031,069.

    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 315,960 shares
    Change vs previous 13F +5,841 shares

    0.31% of the 13F portfolio, value $27,845,492.

    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 310,119 shares
    Change vs previous 13F -7,760 shares

    0.32% of the 13F portfolio, value $28,047,109.

    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 317,879 shares
    Change vs previous 13F +5,697 shares

    0.34% of the 13F portfolio, value $26,806,706.

    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 312,182 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $23,296,138.

    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).