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Atria Wealth Solutions, Inc.: IXUS position timeline

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

Atria Wealth Solutions, Inc. held 71,154 IXUS 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 71,154 shares
    Change vs previous 13F -73,307 shares

    0.12% of the 13F portfolio, value $5,523,658.

    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 144,461 shares
    Change vs previous 13F -1,501 shares

    0.12% of the 13F portfolio, value $10,084,800.

    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 145,962 shares
    Change vs previous 13F +4,681 shares

    0.11% of the 13F portfolio, value $9,653,878.

    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 141,281 shares
    Change vs previous 13F -992 shares

    0.11% of the 13F portfolio, value $10,261,192.

    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 142,273 shares
    Change vs previous 13F -2,222 shares

    0.11% of the 13F portfolio, value $9,611,907.

    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 144,495 shares
    Change vs previous 13F +3,317 shares

    0.11% of the 13F portfolio, value $9,805,396.

    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 141,178 shares
    Change vs previous 13F +6,649 shares

    0.12% of the 13F portfolio, value $9,166,639.

    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 134,529 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $8,070,393.

    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).