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Atria Wealth Solutions, Inc.: DGRO position timeline

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

Atria Wealth Solutions, Inc. held 292,635 DGRO 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 292,635 shares
    Change vs previous 13F -78,542 shares

    0.43% of the 13F portfolio, value $18,837,788.

    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 371,177 shares
    Change vs previous 13F -54,536 shares

    0.28% of the 13F portfolio, value $22,931,323.

    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 425,713 shares
    Change vs previous 13F -28,788 shares

    0.29% of the 13F portfolio, value $26,113,229.

    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 454,501 shares
    Change vs previous 13F +20,045 shares

    0.31% of the 13F portfolio, value $28,492,640.

    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 434,456 shares
    Change vs previous 13F +66,330 shares

    0.28% of the 13F portfolio, value $25,028,954.

    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 368,126 shares
    Change vs previous 13F +4,663 shares

    0.24% of the 13F portfolio, value $21,373,337.

    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 363,463 shares
    Change vs previous 13F +19,931 shares

    0.25% of the 13F portfolio, value $19,561,637.

    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 343,532 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $17,075,277.

    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).