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Disclosery

Atria Wealth Solutions, Inc.: DIS position timeline

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

Atria Wealth Solutions, Inc. held 53,470 DIS 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 53,470 shares
    Change vs previous 13F -82,342 shares

    0.15% of the 13F portfolio, value $6,630,593.

    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 135,812 shares
    Change vs previous 13F -4,950 shares

    0.16% of the 13F portfolio, value $13,404,587.

    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 140,762 shares
    Change vs previous 13F -11,179 shares

    0.17% of the 13F portfolio, value $15,691,269.

    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 151,941 shares
    Change vs previous 13F -16,520 shares

    0.16% of the 13F portfolio, value $14,615,278.

    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 168,461 shares
    Change vs previous 13F +1,197 shares

    0.19% of the 13F portfolio, value $16,726,639.

    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 167,264 shares
    Change vs previous 13F -8,128 shares

    0.23% of the 13F portfolio, value $20,466,612.

    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 175,392 shares
    Change vs previous 13F -4,339 shares

    0.2% of the 13F portfolio, value $15,847,701.

    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 179,731 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $14,567,254.

    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).