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Disclosery

Atria Wealth Solutions, Inc.: IWO position timeline

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

Atria Wealth Solutions, Inc. held 4,564 IWO 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 4,564 shares
    Change vs previous 13F -7,401 shares

    0.03% of the 13F portfolio, value $1,304,575.

    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 11,965 shares
    Change vs previous 13F -3,103 shares

    0.04% of the 13F portfolio, value $3,057,441.

    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 15,068 shares
    Change vs previous 13F +2,897 shares

    0.05% of the 13F portfolio, value $4,336,869.

    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 12,171 shares
    Change vs previous 13F +701 shares

    0.04% of the 13F portfolio, value $3,456,639.

    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 11,470 shares
    Change vs previous 13F +531 shares

    0.03% of the 13F portfolio, value $3,011,430.

    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 10,939 shares
    Change vs previous 13F -1,785 shares

    0.03% of the 13F portfolio, value $2,962,113.

    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 12,724 shares
    Change vs previous 13F +1,212 shares

    0.04% of the 13F portfolio, value $3,209,253.

    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 11,512 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,585,586.

    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).