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Disclosery

Atria Wealth Solutions, Inc.: DHS position timeline

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

Atria Wealth Solutions, Inc. held 2,211 DHS 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 2,211 shares
    Change vs previous 13F +2,211 shares

    <0.01% of the 13F portfolio, value $212,212.

    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 ended2024-03-31
    13F 0 shares
    Change vs previous 13F -2,469 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2023-12-31
    13F 2,469 shares
    Change vs previous 13F -168 shares

    <0.01% of the 13F portfolio, value $202,980.

    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).

  4. period ended2023-09-30
    13F 2,637 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $205,844.

    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).