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Disclosery

Atria Wealth Solutions, Inc.: IWB position timeline

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

Atria Wealth Solutions, Inc. held 11,609 IWB 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 11,609 shares
    Change vs previous 13F -25,761 shares

    0.09% of the 13F portfolio, value $3,944,044.

    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 37,370 shares
    Change vs previous 13F +1,873 shares

    0.14% of the 13F portfolio, value $11,463,059.

    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 35,497 shares
    Change vs previous 13F +448 shares

    0.13% of the 13F portfolio, value $11,435,401.

    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 35,049 shares
    Change vs previous 13F -244 shares

    0.12% of the 13F portfolio, value $11,018,967.

    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 35,293 shares
    Change vs previous 13F -364 shares

    0.12% of the 13F portfolio, value $10,501,265.

    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 35,657 shares
    Change vs previous 13F +4,678 shares

    0.12% of the 13F portfolio, value $10,270,214.

    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 30,979 shares
    Change vs previous 13F +3,156 shares

    0.1% of the 13F portfolio, value $8,124,236.

    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 27,823 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $6,561,896.

    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).