Skip to content
Disclosery

Atria Wealth Solutions, Inc.: DEO position timeline

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

Atria Wealth Solutions, Inc. held 4,685 DEO 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 4,685 shares
    Change vs previous 13F -8,606 shares

    0.01% of the 13F portfolio, value $472,983.

    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 13,291 shares
    Change vs previous 13F -7,200 shares

    0.02% of the 13F portfolio, value $1,406,744.

    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 20,491 shares
    Change vs previous 13F +7,397 shares

    0.03% of the 13F portfolio, value $2,604,851.

    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 13,094 shares
    Change vs previous 13F -29 shares

    0.02% of the 13F portfolio, value $1,857,911.

    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 13,123 shares
    Change vs previous 13F +986 shares

    0.02% of the 13F portfolio, value $1,654,469.

    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 12,137 shares
    Change vs previous 13F +2,467 shares

    0.02% of the 13F portfolio, value $1,821,770.

    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 9,670 shares
    Change vs previous 13F +155 shares

    0.02% of the 13F portfolio, value $1,408,530.

    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 9,515 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,434,405.

    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).