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Atria Wealth Solutions, Inc.: DIVO position timeline

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

Atria Wealth Solutions, Inc. held 125,545 DIVO 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 125,545 shares
    Change vs previous 13F -207,125 shares

    0.12% of the 13F portfolio, value $5,386,541.

    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 332,670 shares
    Change vs previous 13F -3,019 shares

    0.16% of the 13F portfolio, value $13,580,400.

    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 335,689 shares
    Change vs previous 13F +16,437 shares

    0.15% of the 13F portfolio, value $13,608,895.

    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 319,252 shares
    Change vs previous 13F +624 shares

    0.14% of the 13F portfolio, value $13,170,065.

    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 318,628 shares
    Change vs previous 13F +35,310 shares

    0.14% of the 13F portfolio, value $12,347,615.

    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 283,318 shares
    Change vs previous 13F +35,875 shares

    0.12% of the 13F portfolio, value $11,029,966.

    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 247,443 shares
    Change vs previous 13F +88,286 shares

    0.11% of the 13F portfolio, value $9,054,786.

    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 159,157 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $5,530,689.

    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).