Skip to content
Disclosery

Atria Wealth Solutions, Inc.: DSI position timeline

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

Atria Wealth Solutions, Inc. held 16,547 DSI 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 16,547 shares
    Change vs previous 13F -62,499 shares

    0.04% of the 13F portfolio, value $1,936,183.

    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 79,046 shares
    Change vs previous 13F +8,828 shares

    0.1% of the 13F portfolio, value $8,095,143.

    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 70,218 shares
    Change vs previous 13F -6,793 shares

    0.08% of the 13F portfolio, value $7,741,484.

    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 77,011 shares
    Change vs previous 13F -5,281 shares

    0.09% of the 13F portfolio, value $8,377,923.

    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 82,292 shares
    Change vs previous 13F -2,253 shares

    0.09% of the 13F portfolio, value $8,545,997.

    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 84,545 shares
    Change vs previous 13F +1,177 shares

    0.1% of the 13F portfolio, value $8,523,017.

    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 83,368 shares
    Change vs previous 13F +10,771 shares

    0.1% of the 13F portfolio, value $7,590,683.

    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 72,597 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $5,931,739.

    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).