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Atria Wealth Solutions, Inc.: DTE position timeline

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

Atria Wealth Solutions, Inc. held 4,230 DTE 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 4,230 shares
    Change vs previous 13F -4,978 shares

    0.01% of the 13F portfolio, value $561,219.

    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 9,208 shares
    Change vs previous 13F -38 shares

    0.02% of the 13F portfolio, value $1,274,024.

    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 9,246 shares
    Change vs previous 13F -34 shares

    0.01% of the 13F portfolio, value $1,117,340.

    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 9,280 shares
    Change vs previous 13F +68 shares

    0.01% of the 13F portfolio, value $1,192,472.

    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 9,212 shares
    Change vs previous 13F -1,613 shares

    0.01% of the 13F portfolio, value $1,023,498.

    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 10,825 shares
    Change vs previous 13F +117 shares

    0.01% of the 13F portfolio, value $1,214,663.

    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 10,708 shares
    Change vs previous 13F +443 shares

    0.01% of the 13F portfolio, value $1,181,273.

    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 10,265 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,019,616.

    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).