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Atria Wealth Solutions, Inc.: DYLD position timeline

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

Atria Wealth Solutions, Inc. held 38,727 DYLD 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 38,727 shares
    Change vs previous 13F -58,196 shares

    0.02% of the 13F portfolio, value $876,392.

    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 96,923 shares
    Change vs previous 13F -4,806 shares

    0.03% of the 13F portfolio, value $2,190,379.

    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 101,729 shares
    Change vs previous 13F -8,849 shares

    0.03% of the 13F portfolio, value $2,284,834.

    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 110,578 shares
    Change vs previous 13F -5,443 shares

    0.03% of the 13F portfolio, value $2,545,430.

    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 116,021 shares
    Change vs previous 13F -2,052 shares

    0.03% of the 13F portfolio, value $2,614,522.

    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 118,073 shares
    Change vs previous 13F -9,401 shares

    0.03% of the 13F portfolio, value $2,673,523.

    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 127,474 shares
    Change vs previous 13F -6,831 shares

    0.04% of the 13F portfolio, value $2,889,835.

    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 134,305 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,934,323.

    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).