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Disclosery

Atria Wealth Solutions, Inc.: DTD position timeline

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

Atria Wealth Solutions, Inc. held 10,255 DTD 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 10,255 shares
    Change vs previous 13F -3,174 shares

    0.02% of the 13F portfolio, value $829,981.

    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 13,429 shares
    Change vs previous 13F +484 shares

    0.01% of the 13F portfolio, value $1,033,362.

    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 12,945 shares
    Change vs previous 13F -492 shares

    0.01% of the 13F portfolio, value $982,058.

    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 13,437 shares
    Change vs previous 13F +61 shares

    0.01% of the 13F portfolio, value $1,030,329.

    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 13,376 shares
    Change vs previous 13F +2,881 shares

    0.01% of the 13F portfolio, value $947,435.

    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 10,495 shares
    Change vs previous 13F -6,015 shares

    0.01% of the 13F portfolio, value $742,206.

    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 16,510 shares
    Change vs previous 13F +1,236 shares

    0.01% of the 13F portfolio, value $1,079,423.

    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 15,274 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $919,036.

    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).