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Disclosery

Atria Wealth Solutions, Inc.: IWP position timeline

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

Atria Wealth Solutions, Inc. held 7,869 IWP 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 7,869 shares
    Change vs previous 13F -14,932 shares

    0.02% of the 13F portfolio, value $1,095,309.

    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 22,801 shares
    Change vs previous 13F -907 shares

    0.03% of the 13F portfolio, value $2,678,811.

    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 23,708 shares
    Change vs previous 13F +1,336 shares

    0.03% of the 13F portfolio, value $3,005,035.

    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 22,372 shares
    Change vs previous 13F -1,143 shares

    0.03% of the 13F portfolio, value $2,624,121.

    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 23,515 shares
    Change vs previous 13F -1,770 shares

    0.03% of the 13F portfolio, value $2,594,889.

    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 25,285 shares
    Change vs previous 13F -4,471 shares

    0.03% of the 13F portfolio, value $2,885,939.

    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 29,756 shares
    Change vs previous 13F +1,347 shares

    0.04% of the 13F portfolio, value $3,108,394.

    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 28,409 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,597,901.

    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).