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Atria Wealth Solutions, Inc.: DAPR position timeline

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

Atria Wealth Solutions, Inc. held 118,142 DAPR 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 118,142 shares
    Change vs previous 13F -298 shares

    0.1% of the 13F portfolio, value $4,463,159.

    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 118,440 shares
    Change vs previous 13F +2,060 shares

    0.05% of the 13F portfolio, value $4,408,929.

    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 116,380 shares
    Change vs previous 13F -583 shares

    0.05% of the 13F portfolio, value $4,330,418.

    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 116,963 shares
    Change vs previous 13F -5,809 shares

    0.05% of the 13F portfolio, value $4,266,810.

    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 122,772 shares
    Change vs previous 13F -7,953 shares

    0.05% of the 13F portfolio, value $4,337,253.

    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 130,725 shares
    Change vs previous 13F -1,818 shares

    0.05% of the 13F portfolio, value $4,350,528.

    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 132,543 shares
    Change vs previous 13F +7,515 shares

    0.05% of the 13F portfolio, value $4,289,092.

    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 125,028 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,790,849.

    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).