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Atria Wealth Solutions, Inc.: IWF position timeline

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

Atria Wealth Solutions, Inc. held 11,858 IWF 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 11,858 shares
    Change vs previous 13F -63,588 shares

    0.11% of the 13F portfolio, value $5,036,805.

    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 75,446 shares
    Change vs previous 13F +3,136 shares

    0.33% of the 13F portfolio, value $27,242,700.

    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 72,310 shares
    Change vs previous 13F +5,238 shares

    0.32% of the 13F portfolio, value $29,038,354.

    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 67,072 shares
    Change vs previous 13F +3,288 shares

    0.27% of the 13F portfolio, value $25,177,501.

    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 63,784 shares
    Change vs previous 13F +1,451 shares

    0.26% of the 13F portfolio, value $23,249,600.

    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 62,333 shares
    Change vs previous 13F -1,177 shares

    0.24% of the 13F portfolio, value $21,009,423.

    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 63,510 shares
    Change vs previous 13F -5,251 shares

    0.24% of the 13F portfolio, value $19,254,126.

    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 68,761 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $18,320,679.

    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).