Atria Wealth Solutions, Inc.: DBJP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Atria Wealth Solutions, Inc. on DBJP, newest first. How the timeline and the estimate are built.
Atria Wealth Solutions, Inc. held 0 DBJP shares at 2024-09-30 per its 13F-HR filed 2024-11-08.
the latest 13F is the newest step
- period ended2024-09-3013F 0 sharesChange vs previous 13F -15,292 shares
13F-HR 0001420506-24-002255 filed by Atria Wealth Solutions, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-06-3013F 15,292 sharesChange vs previous 13F +510 shares
0.01% of the 13F portfolio, value $1,154,585.
13F-HR 0001420506-24-001135 filed by Atria Wealth Solutions, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 14,782 sharesChange vs previous 13F -1,006 shares
0.01% of the 13F portfolio, value $1,106,419.
13F-HR 0001420506-24-000768 filed by Atria Wealth Solutions, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 15,788 sharesChange vs previous 13F -6,023 shares
0.01% of the 13F portfolio, value $979,503.
13F-HR 0001420506-24-000118 filed by Atria Wealth Solutions, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-09-3013F 21,811 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $1,312,804.
13F-HR 0001420506-23-001936 filed by Atria Wealth Solutions, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).