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Disclosery

Atria Wealth Solutions, Inc.: IWV position timeline

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

Atria Wealth Solutions, Inc. held 8,791 IWV 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 8,791 shares
    Change vs previous 13F -2,008 shares

    0.07% of the 13F portfolio, value $3,092,722.

    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 10,799 shares
    Change vs previous 13F -538 shares

    0.04% of the 13F portfolio, value $3,430,229.

    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 11,337 shares
    Change vs previous 13F +948 shares

    0.04% of the 13F portfolio, value $3,789,276.

    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 10,389 shares
    Change vs previous 13F +2,811 shares

    0.04% of the 13F portfolio, value $3,394,336.

    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 7,578 shares
    Change vs previous 13F -935 shares

    0.03% of the 13F portfolio, value $2,338,938.

    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 8,513 shares
    Change vs previous 13F +661 shares

    0.03% of the 13F portfolio, value $2,554,597.

    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 7,852 shares
    Change vs previous 13F +2,531 shares

    0.03% of the 13F portfolio, value $2,149,536.

    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 5,321 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,306,570.

    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).