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Disclosery

Atria Wealth Solutions, Inc.: DFAC position timeline

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

Atria Wealth Solutions, Inc. held 56,542 DFAC 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 56,542 shares
    Change vs previous 13F -3,795 shares

    0.05% of the 13F portfolio, value $2,036,402.

    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 60,337 shares
    Change vs previous 13F -37,580 shares

    0.02% of the 13F portfolio, value $1,990,507.

    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 97,917 shares
    Change vs previous 13F +34,094 shares

    0.04% of the 13F portfolio, value $3,386,957.

    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 63,823 shares
    Change vs previous 13F +16,521 shares

    0.02% of the 13F portfolio, value $2,188,492.

    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 47,302 shares
    Change vs previous 13F +1,147 shares

    0.02% of the 13F portfolio, value $1,525,008.

    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 46,155 shares
    Change vs previous 13F -191 shares

    0.02% of the 13F portfolio, value $1,474,658.

    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 46,346 shares
    Change vs previous 13F -12 shares

    0.02% of the 13F portfolio, value $1,354,689.

    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 46,358 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,214,575.

    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).