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Disclosery

Atria Wealth Solutions, Inc.: DIA position timeline

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

Atria Wealth Solutions, Inc. held 25,074 DIA 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 25,074 shares
    Change vs previous 13F -9,276 shares

    0.25% of the 13F portfolio, value $11,079,236.

    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 34,350 shares
    Change vs previous 13F -18,177 shares

    0.17% of the 13F portfolio, value $14,441,356.

    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 52,527 shares
    Change vs previous 13F +19,702 shares

    0.25% of the 13F portfolio, value $22,401,017.

    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 32,825 shares
    Change vs previous 13F -2,957 shares

    0.15% of the 13F portfolio, value $13,916,587.

    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 35,782 shares
    Change vs previous 13F -1,741 shares

    0.16% of the 13F portfolio, value $14,017,309.

    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 37,523 shares
    Change vs previous 13F +8,996 shares

    0.17% of the 13F portfolio, value $14,950,169.

    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 28,527 shares
    Change vs previous 13F -4,178 shares

    0.14% of the 13F portfolio, value $10,764,651.

    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 32,705 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $10,968,691.

    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).