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Atria Wealth Solutions, Inc.: IYW position timeline

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

Atria Wealth Solutions, Inc. held 66,992 IYW 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 66,992 shares
    Change vs previous 13F -78,448 shares

    0.26% of the 13F portfolio, value $11,624,870.

    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 145,440 shares
    Change vs previous 13F -6,173 shares

    0.25% of the 13F portfolio, value $20,425,584.

    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 151,613 shares
    Change vs previous 13F -7,620 shares

    0.27% of the 13F portfolio, value $24,185,266.

    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 159,233 shares
    Change vs previous 13F -4,151 shares

    0.26% of the 13F portfolio, value $24,142,906.

    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 163,384 shares
    Change vs previous 13F +1,957 shares

    0.27% of the 13F portfolio, value $24,589,230.

    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 161,427 shares
    Change vs previous 13F +6,599 shares

    0.25% of the 13F portfolio, value $21,802,208.

    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 154,828 shares
    Change vs previous 13F +34,736 shares

    0.24% of the 13F portfolio, value $19,005,167.

    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 120,092 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $12,608,643.

    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).