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Disclosery

Atria Wealth Solutions, Inc.: DSL position timeline

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

Atria Wealth Solutions, Inc. held 70,692 DSL 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 70,692 shares
    Change vs previous 13F +6,475 shares

    0.02% of the 13F portfolio, value $865,347.

    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 64,217 shares
    Change vs previous 13F -26,971 shares

    0.01% of the 13F portfolio, value $809,782.

    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 91,188 shares
    Change vs previous 13F +8,498 shares

    0.01% of the 13F portfolio, value $1,146,232.

    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 82,690 shares
    Change vs previous 13F +9,015 shares

    0.01% of the 13F portfolio, value $1,073,313.

    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 73,675 shares
    Change vs previous 13F -5,274 shares

    0.01% of the 13F portfolio, value $922,405.

    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 78,949 shares
    Change vs previous 13F -12,533 shares

    0.01% of the 13F portfolio, value $1,002,659.

    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 91,482 shares
    Change vs previous 13F +5,250 shares

    0.01% of the 13F portfolio, value $1,119,818.

    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 86,232 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,010,643.

    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).