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Disclosery

Atria Wealth Solutions, Inc.: DXJ position timeline

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

Atria Wealth Solutions, Inc. held 4,737 DXJ 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 4,737 shares
    Change vs previous 13F -12,868 shares

    0.01% of the 13F portfolio, value $545,160.

    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 17,605 shares
    Change vs previous 13F -1,836 shares

    0.02% of the 13F portfolio, value $1,939,677.

    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 19,441 shares
    Change vs previous 13F -6,035 shares

    0.02% of the 13F portfolio, value $2,144,149.

    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 25,476 shares
    Change vs previous 13F -1,206 shares

    0.03% of the 13F portfolio, value $2,700,470.

    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 26,682 shares
    Change vs previous 13F +3,355 shares

    0.03% of the 13F portfolio, value $3,010,390.

    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 23,327 shares
    Change vs previous 13F +20,983 shares

    0.03% of the 13F portfolio, value $2,531,034.

    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 2,344 shares
    Change vs previous 13F -8,067 shares

    <0.01% of the 13F portfolio, value $206,188.

    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 10,411 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $918,772.

    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).