Skip to content
Disclosery

Atria Wealth Solutions, Inc.: IWS position timeline

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

Atria Wealth Solutions, Inc. held 14,266 IWS 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 14,266 shares
    Change vs previous 13F -15,446 shares

    0.04% of the 13F portfolio, value $1,891,767.

    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 29,712 shares
    Change vs previous 13F -1,752 shares

    0.05% of the 13F portfolio, value $3,742,750.

    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 31,464 shares
    Change vs previous 13F +2,095 shares

    0.04% of the 13F portfolio, value $4,069,619.

    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 29,369 shares
    Change vs previous 13F +74 shares

    0.04% of the 13F portfolio, value $3,883,995.

    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 29,295 shares
    Change vs previous 13F -700 shares

    0.04% of the 13F portfolio, value $3,536,903.

    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 29,995 shares
    Change vs previous 13F -7,266 shares

    0.04% of the 13F portfolio, value $3,759,391.

    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 37,261 shares
    Change vs previous 13F -2,239 shares

    0.05% of the 13F portfolio, value $4,333,118.

    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 39,500 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,132,445.

    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).