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Atria Wealth Solutions, Inc.: DLN position timeline

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

Atria Wealth Solutions, Inc. held 30,778 DLN 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 30,778 shares
    Change vs previous 13F -2,077 shares

    0.06% of the 13F portfolio, value $2,528,611.

    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 32,855 shares
    Change vs previous 13F -14,729 shares

    0.03% of the 13F portfolio, value $2,607,698.

    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 47,584 shares
    Change vs previous 13F +1,104 shares

    0.04% of the 13F portfolio, value $3,701,793.

    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 46,480 shares
    Change vs previous 13F -46,276 shares

    0.04% of the 13F portfolio, value $3,651,462.

    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 92,756 shares
    Change vs previous 13F +5,303 shares

    0.07% of the 13F portfolio, value $6,747,987.

    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 87,453 shares
    Change vs previous 13F +2,434 shares

    0.07% of the 13F portfolio, value $6,313,181.

    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 85,019 shares
    Change vs previous 13F +1,399 shares

    0.07% of the 13F portfolio, value $5,643,603.

    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 83,620 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $5,141,782.

    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).