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Disclosery

Atria Wealth Solutions, Inc.: IWY position timeline

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

Atria Wealth Solutions, Inc. held 7,361 IWY 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 7,361 shares
    Change vs previous 13F -16,551 shares

    0.04% of the 13F portfolio, value $1,815,423.

    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 23,912 shares
    Change vs previous 13F -39,134 shares

    0.06% of the 13F portfolio, value $5,043,949.

    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 63,046 shares
    Change vs previous 13F +32,078 shares

    0.16% of the 13F portfolio, value $14,832,675.

    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 30,968 shares
    Change vs previous 13F -38,070 shares

    0.07% of the 13F portfolio, value $6,814,462.

    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 69,038 shares
    Change vs previous 13F -6,068 shares

    0.16% of the 13F portfolio, value $14,809,889.

    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 75,106 shares
    Change vs previous 13F +22,874 shares

    0.17% of the 13F portfolio, value $14,653,148.

    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 52,232 shares
    Change vs previous 13F +32,033 shares

    0.12% of the 13F portfolio, value $9,152,048.

    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 20,199 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,110,851.

    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).