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Atria Wealth Solutions, Inc.: IVV position timeline

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

Atria Wealth Solutions, Inc. held 196,325 IVV 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 196,325 shares
    Change vs previous 13F -231,134 shares

    2.76% of the 13F portfolio, value $122,040,386.

    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 427,459 shares
    Change vs previous 13F -11,599 shares

    2.9% of the 13F portfolio, value $240,189,887.

    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 439,058 shares
    Change vs previous 13F -31,110 shares

    2.84% of the 13F portfolio, value $258,464,740.

    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 470,168 shares
    Change vs previous 13F -10,467 shares

    2.95% of the 13F portfolio, value $271,202,611.

    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 480,635 shares
    Change vs previous 13F -22,461 shares

    2.92% of the 13F portfolio, value $263,018,708.

    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 503,096 shares
    Change vs previous 13F -27,606 shares

    2.99% of the 13F portfolio, value $264,492,982.

    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 530,702 shares
    Change vs previous 13F +54,051 shares

    3.19% of the 13F portfolio, value $253,478,767.

    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 476,651 shares
    Change vs previous 13F not available

    2.88% of the 13F portfolio, value $205,432,240.

    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).