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Disclosery

Atria Wealth Solutions, Inc.: DT position timeline

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

Atria Wealth Solutions, Inc. held 15,870 DT 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 15,870 shares
    Change vs previous 13F +8,945 shares

    0.02% of the 13F portfolio, value $876,183.

    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 6,925 shares
    Change vs previous 13F +2,676 shares

    <0.01% of the 13F portfolio, value $326,514.

    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 4,249 shares
    Change vs previous 13F -540 shares

    <0.01% of the 13F portfolio, value $230,933.

    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 4,789 shares
    Change vs previous 13F +169 shares

    <0.01% of the 13F portfolio, value $256,068.

    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 4,620 shares
    Change vs previous 13F -498 shares

    <0.01% of the 13F portfolio, value $206,699.

    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 5,118 shares
    Change vs previous 13F +1,272 shares

    <0.01% of the 13F portfolio, value $237,680.

    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 3,846 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $210,338.

    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).