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Disclosery

Atria Wealth Solutions, Inc.: IXN position timeline

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

Atria Wealth Solutions, Inc. held 14,013 IXN 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 14,013 shares
    Change vs previous 13F -12,913 shares

    0.03% of the 13F portfolio, value $1,298,903.

    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 26,926 shares
    Change vs previous 13F -44,765 shares

    0.02% of the 13F portfolio, value $2,039,367.

    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 71,691 shares
    Change vs previous 13F -3,656 shares

    0.07% of the 13F portfolio, value $6,075,718.

    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 75,347 shares
    Change vs previous 13F -2,288 shares

    0.07% of the 13F portfolio, value $6,218,386.

    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 77,635 shares
    Change vs previous 13F -9,171 shares

    0.07% of the 13F portfolio, value $6,429,687.

    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 86,806 shares
    Change vs previous 13F +2,928 shares

    0.07% of the 13F portfolio, value $6,493,959.

    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 83,878 shares
    Change vs previous 13F +9,307 shares

    0.07% of the 13F portfolio, value $5,718,755.

    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 74,571 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,313,156.

    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).