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Atria Wealth Solutions, Inc.: IWD position timeline

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

Atria Wealth Solutions, Inc. held 19,651 IWD 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 19,651 shares
    Change vs previous 13F -80,973 shares

    0.09% of the 13F portfolio, value $3,822,547.

    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 100,624 shares
    Change vs previous 13F +2,357 shares

    0.23% of the 13F portfolio, value $18,933,118.

    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 98,267 shares
    Change vs previous 13F +2,377 shares

    0.2% of the 13F portfolio, value $18,192,315.

    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 95,890 shares
    Change vs previous 13F -2,518 shares

    0.2% of the 13F portfolio, value $18,199,827.

    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 98,408 shares
    Change vs previous 13F -2,587 shares

    0.19% of the 13F portfolio, value $17,169,274.

    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 100,995 shares
    Change vs previous 13F -12,759 shares

    0.2% of the 13F portfolio, value $18,089,275.

    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 113,754 shares
    Change vs previous 13F -4,956 shares

    0.24% of the 13F portfolio, value $18,797,921.

    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 118,710 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $18,103,928.

    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).