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Atria Wealth Solutions, Inc.: DOX position timeline

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

Atria Wealth Solutions, Inc. held 7,568 DOX 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 7,568 shares
    Change vs previous 13F -27,434 shares

    0.02% of the 13F portfolio, value $694,431.

    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 35,002 shares
    Change vs previous 13F +6,014 shares

    0.04% of the 13F portfolio, value $3,221,097.

    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 28,988 shares
    Change vs previous 13F +4,460 shares

    0.03% of the 13F portfolio, value $2,481,959.

    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 24,528 shares
    Change vs previous 13F +3,108 shares

    0.02% of the 13F portfolio, value $2,157,422.

    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 21,420 shares
    Change vs previous 13F -2,780 shares

    0.02% of the 13F portfolio, value $1,700,626.

    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 24,200 shares
    Change vs previous 13F +6,245 shares

    0.02% of the 13F portfolio, value $2,195,587.

    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 17,955 shares
    Change vs previous 13F +4,771 shares

    0.02% of the 13F portfolio, value $1,584,567.

    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 13,184 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,118,455.

    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).