Atria Wealth Solutions, Inc.: DBEZ position timeline

Atria Wealth Solutions, Inc. held 0 DBEZ shares at 2024-09-30 per its 13F-HR filed 2024-11-08.

the latest 13F is the newest step

1. period ended2024-09-30

   13F 0 shares

   Change vs previous 13F -6,534 shares

   13F-HR 0001420506-24-002255 filed by Atria Wealth Solutions, Inc.
   Filed 2024-11-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2024-06-30

   13F 6,534 shares

   Change vs previous 13F -2,506 shares

   <0.01% of the 13F portfolio, value $298,086.

   13F-HR 0001420506-24-001135 filed by Atria Wealth Solutions, Inc.
   Filed 2024-07-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2024-03-31

   13F 9,040 shares

   Change vs previous 13F -3,141 shares

   <0.01% of the 13F portfolio, value $417,262.

   13F-HR 0001420506-24-000768 filed by Atria Wealth Solutions, Inc.
   Filed 2024-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2023-12-31

   13F 12,181 shares

   Change vs previous 13F +1,992 shares

   0.01% of the 13F portfolio, value $511,237.

   13F-HR 0001420506-24-000118 filed by Atria Wealth Solutions, Inc.
   Filed 2024-02-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2023-09-30

   13F 10,189 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $392,085.

   13F-HR 0001420506-23-001936 filed by Atria Wealth Solutions, Inc.
   Filed 2023-11-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

   Acceptance time not in the bulk data set (spec §4.2).