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Atria Wealth Solutions, Inc.: DHI position timeline

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

Atria Wealth Solutions, Inc. held 1,642 DHI 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 1,642 shares
    Change vs previous 13F -2,435 shares

    <0.01% of the 13F portfolio, value $211,705.

    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 4,077 shares
    Change vs previous 13F -5,303 shares

    0.01% of the 13F portfolio, value $518,257.

    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 9,380 shares
    Change vs previous 13F -19,432 shares

    0.01% of the 13F portfolio, value $1,311,410.

    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 28,812 shares
    Change vs previous 13F +2,773 shares

    0.06% of the 13F portfolio, value $5,496,689.

    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 26,039 shares
    Change vs previous 13F -2,967 shares

    0.04% of the 13F portfolio, value $3,669,619.

    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 29,006 shares
    Change vs previous 13F -10,892 shares

    0.05% of the 13F portfolio, value $4,772,969.

    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 39,898 shares
    Change vs previous 13F +37 shares

    0.08% of the 13F portfolio, value $6,063,774.

    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 39,861 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,283,875.

    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).