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Atria Wealth Solutions, Inc.: DLY position timeline

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

Atria Wealth Solutions, Inc. held 62,055 DLY 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 62,055 shares
    Change vs previous 13F +8,816 shares

    0.02% of the 13F portfolio, value $967,410.

    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 53,239 shares
    Change vs previous 13F -24,878 shares

    0.01% of the 13F portfolio, value $857,151.

    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 78,117 shares
    Change vs previous 13F +15,045 shares

    0.01% of the 13F portfolio, value $1,236,588.

    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 63,072 shares
    Change vs previous 13F +18,055 shares

    0.01% of the 13F portfolio, value $1,046,359.

    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 45,017 shares
    Change vs previous 13F +866 shares

    0.01% of the 13F portfolio, value $710,371.

    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 44,151 shares
    Change vs previous 13F +4,621 shares

    0.01% of the 13F portfolio, value $703,765.

    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 39,530 shares
    Change vs previous 13F +10,213 shares

    0.01% of the 13F portfolio, value $587,807.

    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 29,317 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $431,842.

    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).