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Disclosery

Atria Wealth Solutions, Inc.: DEM position timeline

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

Atria Wealth Solutions, Inc. held 14,461 DEM 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 14,461 shares
    Change vs previous 13F -697 shares

    0.01% of the 13F portfolio, value $656,448.

    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 15,158 shares
    Change vs previous 13F -7,520 shares

    0.01% of the 13F portfolio, value $637,849.

    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 22,678 shares
    Change vs previous 13F +6,581 shares

    0.01% of the 13F portfolio, value $918,229.

    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 16,097 shares
    Change vs previous 13F +844 shares

    0.01% of the 13F portfolio, value $708,429.

    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 15,253 shares
    Change vs previous 13F +407 shares

    0.01% of the 13F portfolio, value $660,607.

    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 14,846 shares
    Change vs previous 13F -4,763 shares

    0.01% of the 13F portfolio, value $621,157.

    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 19,609 shares
    Change vs previous 13F +4,285 shares

    0.01% of the 13F portfolio, value $797,694.

    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 15,324 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $574,344.

    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).