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Disclosery

Atria Wealth Solutions, Inc.: DRI position timeline

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

Atria Wealth Solutions, Inc. held 3,112 DRI 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 3,112 shares
    Change vs previous 13F -307 shares

    0.02% of the 13F portfolio, value $679,766.

    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 3,419 shares
    Change vs previous 13F -240 shares

    0.01% of the 13F portfolio, value $710,316.

    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 3,659 shares
    Change vs previous 13F +455 shares

    0.01% of the 13F portfolio, value $683,107.

    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 3,204 shares
    Change vs previous 13F -1,857 shares

    0.01% of the 13F portfolio, value $525,719.

    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 5,061 shares
    Change vs previous 13F -3,438 shares

    0.01% of the 13F portfolio, value $765,935.

    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 8,499 shares
    Change vs previous 13F +370 shares

    0.02% of the 13F portfolio, value $1,420,711.

    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 8,129 shares
    Change vs previous 13F -938 shares

    0.02% of the 13F portfolio, value $1,335,561.

    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 9,067 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,298,549.

    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).