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Disclosery

Atria Wealth Solutions, Inc.: IXJ position timeline

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

Atria Wealth Solutions, Inc. held 7,960 IXJ 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 7,960 shares
    Change vs previous 13F +490 shares

    0.02% of the 13F portfolio, value $685,929.

    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 7,470 shares
    Change vs previous 13F -607 shares

    0.01% of the 13F portfolio, value $681,268.

    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 8,077 shares
    Change vs previous 13F -3,637 shares

    0.01% of the 13F portfolio, value $694,383.

    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 11,714 shares
    Change vs previous 13F -5,906 shares

    0.01% of the 13F portfolio, value $1,149,864.

    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 17,620 shares
    Change vs previous 13F -5,402 shares

    0.02% of the 13F portfolio, value $1,635,881.

    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 23,022 shares
    Change vs previous 13F +4,425 shares

    0.02% of the 13F portfolio, value $2,144,522.

    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 18,597 shares
    Change vs previous 13F +1,256 shares

    0.02% of the 13F portfolio, value $1,612,753.

    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 17,341 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,429,215.

    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).