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Disclosery

Atria Wealth Solutions, Inc.: DVY position timeline

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

Atria Wealth Solutions, Inc. held 12,260 DVY 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 12,260 shares
    Change vs previous 13F -27,911 shares

    0.04% of the 13F portfolio, value $1,642,273.

    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 40,171 shares
    Change vs previous 13F -12,415 shares

    0.07% of the 13F portfolio, value $5,394,541.

    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 52,586 shares
    Change vs previous 13F -1,293 shares

    0.08% of the 13F portfolio, value $6,904,011.

    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 53,879 shares
    Change vs previous 13F -793 shares

    0.08% of the 13F portfolio, value $7,277,339.

    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 54,672 shares
    Change vs previous 13F -2,844 shares

    0.07% of the 13F portfolio, value $6,614,158.

    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 57,516 shares
    Change vs previous 13F -1,721 shares

    0.08% of the 13F portfolio, value $7,084,822.

    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 59,237 shares
    Change vs previous 13F +235 shares

    0.09% of the 13F portfolio, value $6,943,798.

    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 59,002 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $6,362,100.

    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).