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Atria Wealth Solutions, Inc.: DBEF position timeline

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

Atria Wealth Solutions, Inc. held 138,408 DBEF 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 138,408 shares
    Change vs previous 13F -21,953 shares

    0.14% of the 13F portfolio, value $6,057,446.

    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 160,361 shares
    Change vs previous 13F -6,385 shares

    0.08% of the 13F portfolio, value $6,943,615.

    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 166,746 shares
    Change vs previous 13F -21,904 shares

    0.08% of the 13F portfolio, value $6,903,268.

    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 188,650 shares
    Change vs previous 13F +32,198 shares

    0.09% of the 13F portfolio, value $7,927,092.

    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 156,452 shares
    Change vs previous 13F +45,670 shares

    0.07% of the 13F portfolio, value $6,483,385.

    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 110,782 shares
    Change vs previous 13F +41,519 shares

    0.05% of the 13F portfolio, value $4,534,318.

    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 69,263 shares
    Change vs previous 13F +7,985 shares

    0.03% of the 13F portfolio, value $2,561,441.

    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 61,278 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,138,595.

    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).