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Atria Wealth Solutions, Inc.: IVW position timeline

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

Atria Wealth Solutions, Inc. held 332,486 IVW 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 332,486 shares
    Change vs previous 13F -385,775 shares

    0.83% of the 13F portfolio, value $36,635,195.

    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 718,261 shares
    Change vs previous 13F +8,649 shares

    0.8% of the 13F portfolio, value $66,676,155.

    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 709,612 shares
    Change vs previous 13F -24,694 shares

    0.79% of the 13F portfolio, value $72,046,981.

    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 734,306 shares
    Change vs previous 13F -110,338 shares

    0.76% of the 13F portfolio, value $70,309,705.

    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 844,644 shares
    Change vs previous 13F +253,351 shares

    0.87% of the 13F portfolio, value $78,163,363.

    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 591,293 shares
    Change vs previous 13F +138,008 shares

    0.56% of the 13F portfolio, value $49,928,796.

    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 453,285 shares
    Change vs previous 13F +48,252 shares

    0.43% of the 13F portfolio, value $34,041,775.

    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 405,033 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $27,769,055.

    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).