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Disclosery

Atria Wealth Solutions, Inc.: DNP position timeline

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

Atria Wealth Solutions, Inc. held 30,788 DNP 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 30,788 shares
    Change vs previous 13F -58,157 shares

    0.01% of the 13F portfolio, value $302,260.

    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 88,945 shares
    Change vs previous 13F +6,997 shares

    0.01% of the 13F portfolio, value $880,820.

    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 81,948 shares
    Change vs previous 13F -21,413 shares

    0.01% of the 13F portfolio, value $723,933.

    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 103,361 shares
    Change vs previous 13F -12,608 shares

    0.01% of the 13F portfolio, value $1,039,698.

    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 115,969 shares
    Change vs previous 13F -8,360 shares

    0.01% of the 13F portfolio, value $955,219.

    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 124,329 shares
    Change vs previous 13F -41 shares

    0.01% of the 13F portfolio, value $1,132,729.

    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 124,370 shares
    Change vs previous 13F +8,048 shares

    0.01% of the 13F portfolio, value $1,056,142.

    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 116,322 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,109,368.

    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).