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Atria Wealth Solutions, Inc.: BDX position timeline

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

Atria Wealth Solutions, Inc. held 17,850 BDX 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 17,850 shares
    Change vs previous 13F -1,453 shares

    0.07% of the 13F portfolio, value $3,075,438.

    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 19,303 shares
    Change vs previous 13F +8,650 shares

    0.05% of the 13F portfolio, value $4,421,248.

    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 10,653 shares
    Change vs previous 13F +645 shares

    0.03% of the 13F portfolio, value $2,416,606.

    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 10,008 shares
    Change vs previous 13F -955 shares

    0.03% of the 13F portfolio, value $2,412,858.

    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 10,963 shares
    Change vs previous 13F +59 shares

    0.03% of the 13F portfolio, value $2,562,029.

    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 10,904 shares
    Change vs previous 13F +2,163 shares

    0.03% of the 13F portfolio, value $2,707,264.

    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 8,741 shares
    Change vs previous 13F -204 shares

    0.03% of the 13F portfolio, value $2,131,372.

    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 8,945 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,312,721.

    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).