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Disclosery

Atria Wealth Solutions, Inc.: DBC position timeline

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

Atria Wealth Solutions, Inc. held 45,085 DBC 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 45,085 shares
    Change vs previous 13F -28,124 shares

    0.02% of the 13F portfolio, value $983,297.

    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 73,209 shares
    Change vs previous 13F +41,875 shares

    0.02% of the 13F portfolio, value $1,647,190.

    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 31,334 shares
    Change vs previous 13F -192 shares

    0.01% of the 13F portfolio, value $669,915.

    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 31,526 shares
    Change vs previous 13F -38 shares

    0.01% of the 13F portfolio, value $702,088.

    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 31,564 shares
    Change vs previous 13F +640 shares

    0.01% of the 13F portfolio, value $733,236.

    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 30,924 shares
    Change vs previous 13F +19,157 shares

    0.01% of the 13F portfolio, value $710,328.

    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 11,767 shares
    Change vs previous 13F +1,224 shares

    <0.01% of the 13F portfolio, value $259,349.

    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 10,543 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $263,159.

    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).