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Atria Wealth Solutions, Inc.: IWM position timeline

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

Atria Wealth Solutions, Inc. held 65,847 IWM 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 65,847 shares
    Change vs previous 13F -10,717 shares

    0.33% of the 13F portfolio, value $14,376,594.

    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 76,564 shares
    Change vs previous 13F -22,621 shares

    0.18% of the 13F portfolio, value $15,273,731.

    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 99,185 shares
    Change vs previous 13F -3,225 shares

    0.24% of the 13F portfolio, value $21,915,858.

    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 102,410 shares
    Change vs previous 13F -946 shares

    0.25% of the 13F portfolio, value $22,621,379.

    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 103,356 shares
    Change vs previous 13F -5,392 shares

    0.23% of the 13F portfolio, value $20,969,807.

    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 108,748 shares
    Change vs previous 13F +6,452 shares

    0.26% of the 13F portfolio, value $22,869,719.

    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 102,296 shares
    Change vs previous 13F +17,659 shares

    0.26% of the 13F portfolio, value $20,531,916.

    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 84,637 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $15,001,312.

    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).