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Disclosery

Atria Wealth Solutions, Inc.: DON position timeline

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

Atria Wealth Solutions, Inc. held 11,339 DON 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 11,339 shares
    Change vs previous 13F -55,277 shares

    0.01% of the 13F portfolio, value $584,239.

    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 66,616 shares
    Change vs previous 13F -2,295 shares

    0.04% of the 13F portfolio, value $3,298,847.

    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 68,911 shares
    Change vs previous 13F -3,137 shares

    0.04% of the 13F portfolio, value $3,512,389.

    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 72,048 shares
    Change vs previous 13F -1,880 shares

    0.04% of the 13F portfolio, value $3,683,803.

    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 73,928 shares
    Change vs previous 13F +1,420 shares

    0.04% of the 13F portfolio, value $3,457,574.

    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 72,508 shares
    Change vs previous 13F -8,643 shares

    0.04% of the 13F portfolio, value $3,536,246.

    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 81,151 shares
    Change vs previous 13F +3,449 shares

    0.05% of the 13F portfolio, value $3,707,989.

    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 77,702 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,182,702.

    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).