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Disclosery

Atria Wealth Solutions, Inc.: DDOG position timeline

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

Atria Wealth Solutions, Inc. held 2,174 DDOG 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 2,174 shares
    Change vs previous 13F -7,890 shares

    0.01% of the 13F portfolio, value $314,352.

    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 10,064 shares
    Change vs previous 13F -32,562 shares

    0.01% of the 13F portfolio, value $998,450.

    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 42,626 shares
    Change vs previous 13F +34,887 shares

    0.07% of the 13F portfolio, value $6,090,829.

    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 7,739 shares
    Change vs previous 13F -4,310 shares

    0.01% of the 13F portfolio, value $890,449.

    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 12,049 shares
    Change vs previous 13F +179 shares

    0.02% of the 13F portfolio, value $1,562,571.

    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 11,870 shares
    Change vs previous 13F +235 shares

    0.02% of the 13F portfolio, value $1,467,189.

    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 11,635 shares
    Change vs previous 13F +1,104 shares

    0.02% of the 13F portfolio, value $1,412,305.

    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 10,531 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $959,269.

    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).