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Atria Wealth Solutions, Inc.: DLR position timeline

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

Atria Wealth Solutions, Inc. held 2,082 DLR 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 2,082 shares
    Change vs previous 13F -14,168 shares

    0.01% of the 13F portfolio, value $359,661.

    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 16,250 shares
    Change vs previous 13F -2,123 shares

    0.03% of the 13F portfolio, value $2,328,477.

    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 18,373 shares
    Change vs previous 13F +168 shares

    0.04% of the 13F portfolio, value $3,259,923.

    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 18,205 shares
    Change vs previous 13F +1,306 shares

    0.03% of the 13F portfolio, value $2,946,130.

    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 16,899 shares
    Change vs previous 13F +1,352 shares

    0.03% of the 13F portfolio, value $2,569,486.

    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 15,547 shares
    Change vs previous 13F +1,155 shares

    0.03% of the 13F portfolio, value $2,239,396.

    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 14,392 shares
    Change vs previous 13F +3,599 shares

    0.02% of the 13F portfolio, value $1,937,908.

    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 10,793 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,306,160.

    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).