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Disclosery

Atria Wealth Solutions, Inc.: DUK position timeline

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

Atria Wealth Solutions, Inc. held 35,979 DUK 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 35,979 shares
    Change vs previous 13F -56,125 shares

    0.1% of the 13F portfolio, value $4,243,408.

    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 92,104 shares
    Change vs previous 13F -9,478 shares

    0.14% of the 13F portfolio, value $11,233,973.

    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 101,582 shares
    Change vs previous 13F +11,154 shares

    0.12% of the 13F portfolio, value $10,944,512.

    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 90,428 shares
    Change vs previous 13F -1,997 shares

    0.11% of the 13F portfolio, value $10,426,285.

    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 92,425 shares
    Change vs previous 13F +955 shares

    0.1% of the 13F portfolio, value $9,263,778.

    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 91,470 shares
    Change vs previous 13F +7,354 shares

    0.1% of the 13F portfolio, value $8,846,036.

    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 84,116 shares
    Change vs previous 13F +3,189 shares

    0.1% of the 13F portfolio, value $8,162,591.

    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 80,927 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $7,142,589.

    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).