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Disclosery

Atria Wealth Solutions, Inc.: DBA position timeline

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

Atria Wealth Solutions, Inc. held 15,443 DBA 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 15,443 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $403,834.

    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 15,443 shares
    Change vs previous 13F -710 shares

    <0.01% of the 13F portfolio, value $406,769.

    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 16,153 shares
    Change vs previous 13F -1,050 shares

    <0.01% of the 13F portfolio, value $429,508.

    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 17,203 shares
    Change vs previous 13F -915 shares

    <0.01% of the 13F portfolio, value $448,826.

    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 18,118 shares
    Change vs previous 13F -130 shares

    <0.01% of the 13F portfolio, value $431,208.

    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 18,248 shares
    Change vs previous 13F -3,255 shares

    0.01% of the 13F portfolio, value $451,820.

    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 21,503 shares
    Change vs previous 13F -2,190 shares

    0.01% of the 13F portfolio, value $445,972.

    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 23,693 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $507,267.

    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).