Skip to content
Disclosery

Atria Wealth Solutions, Inc.: DOW position timeline

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

Atria Wealth Solutions, Inc. held 47,881 DOW 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 47,881 shares
    Change vs previous 13F -15,630 shares

    0.03% of the 13F portfolio, value $1,298,161.

    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 63,511 shares
    Change vs previous 13F +1,821 shares

    0.03% of the 13F portfolio, value $2,217,808.

    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 61,690 shares
    Change vs previous 13F -8,611 shares

    0.03% of the 13F portfolio, value $2,475,592.

    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 70,301 shares
    Change vs previous 13F -11,428 shares

    0.04% of the 13F portfolio, value $3,840,587.

    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 81,729 shares
    Change vs previous 13F -8,910 shares

    0.05% of the 13F portfolio, value $4,335,732.

    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 90,639 shares
    Change vs previous 13F +2,182 shares

    0.06% of the 13F portfolio, value $5,250,711.

    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 88,457 shares
    Change vs previous 13F -1,040 shares

    0.06% of the 13F portfolio, value $4,850,963.

    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 89,497 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,614,494.

    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).