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Disclosery

Atria Wealth Solutions, Inc.: IWR position timeline

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

Atria Wealth Solutions, Inc. held 38,205 IWR 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 38,205 shares
    Change vs previous 13F -25,260 shares

    0.08% of the 13F portfolio, value $3,513,676.

    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 63,465 shares
    Change vs previous 13F -14,462 shares

    0.07% of the 13F portfolio, value $5,399,000.

    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 77,927 shares
    Change vs previous 13F +13,483 shares

    0.08% of the 13F portfolio, value $6,888,740.

    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 64,444 shares
    Change vs previous 13F -5,050 shares

    0.06% of the 13F portfolio, value $5,680,126.

    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 69,494 shares
    Change vs previous 13F +495 shares

    0.06% of the 13F portfolio, value $5,634,607.

    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 68,999 shares
    Change vs previous 13F -3,214 shares

    0.07% of the 13F portfolio, value $5,802,172.

    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 72,213 shares
    Change vs previous 13F -2,916 shares

    0.07% of the 13F portfolio, value $5,613,074.

    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 75,129 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $5,217,547.

    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).