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Disclosery

Atria Wealth Solutions, Inc.: BDJ position timeline

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

Atria Wealth Solutions, Inc. held 20,818 BDJ 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 20,818 shares
    Change vs previous 13F -42,916 shares

    <0.01% of the 13F portfolio, value $185,076.

    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 63,734 shares
    Change vs previous 13F -2,294 shares

    0.01% of the 13F portfolio, value $548,117.

    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 66,028 shares
    Change vs previous 13F +974 shares

    0.01% of the 13F portfolio, value $546,716.

    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 65,054 shares
    Change vs previous 13F -33,618 shares

    0.01% of the 13F portfolio, value $562,721.

    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 98,672 shares
    Change vs previous 13F -8,181 shares

    0.01% of the 13F portfolio, value $806,148.

    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 106,853 shares
    Change vs previous 13F -23,731 shares

    0.01% of the 13F portfolio, value $881,597.

    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 130,584 shares
    Change vs previous 13F -106,076 shares

    0.01% of the 13F portfolio, value $1,004,193.

    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 236,660 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,800,981.

    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).