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Disclosery

Atria Wealth Solutions, Inc.: DIAL position timeline

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

Atria Wealth Solutions, Inc. held 15,170 DIAL 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 15,170 shares
    Change vs previous 13F -655 shares

    0.01% of the 13F portfolio, value $276,246.

    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 15,825 shares
    Change vs previous 13F -189 shares

    <0.01% of the 13F portfolio, value $282,951.

    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 16,014 shares
    Change vs previous 13F -605 shares

    <0.01% of the 13F portfolio, value $280,725.

    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 16,619 shares
    Change vs previous 13F -8,811 shares

    <0.01% of the 13F portfolio, value $307,119.

    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 25,430 shares
    Change vs previous 13F -3,725 shares

    <0.01% of the 13F portfolio, value $448,656.

    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 29,155 shares
    Change vs previous 13F -3,620 shares

    0.01% of the 13F portfolio, value $518,390.

    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 32,775 shares
    Change vs previous 13F -1,000 shares

    0.01% of the 13F portfolio, value $591,589.

    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 33,775 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $568,602.

    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).