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Atria Wealth Solutions, Inc.: DGRW position timeline

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

Atria Wealth Solutions, Inc. held 40,492 DGRW 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 40,492 shares
    Change vs previous 13F -48,671 shares

    0.08% of the 13F portfolio, value $3,407,203.

    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 89,163 shares
    Change vs previous 13F -8,557 shares

    0.09% of the 13F portfolio, value $7,120,515.

    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 97,720 shares
    Change vs previous 13F +3,116 shares

    0.09% of the 13F portfolio, value $7,911,543.

    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 94,604 shares
    Change vs previous 13F -76,744 shares

    0.09% of the 13F portfolio, value $7,871,986.

    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 171,348 shares
    Change vs previous 13F -27,230 shares

    0.15% of the 13F portfolio, value $13,373,699.

    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 198,578 shares
    Change vs previous 13F +7,451 shares

    0.17% of the 13F portfolio, value $15,129,679.

    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 191,127 shares
    Change vs previous 13F +2,367 shares

    0.17% of the 13F portfolio, value $13,432,419.

    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 188,760 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $11,984,344.

    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).