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Disclosery

Atria Wealth Solutions, Inc.: DYNF position timeline

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

Atria Wealth Solutions, Inc. held 421,250 DYNF 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 421,250 shares
    Change vs previous 13F -465,905 shares

    0.52% of the 13F portfolio, value $22,950,312.

    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 887,155 shares
    Change vs previous 13F -3,148 shares

    0.52% of the 13F portfolio, value $43,257,701.

    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 890,303 shares
    Change vs previous 13F +7,518 shares

    0.5% of the 13F portfolio, value $45,628,047.

    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 882,785 shares
    Change vs previous 13F +58,409 shares

    0.47% of the 13F portfolio, value $43,671,408.

    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 824,376 shares
    Change vs previous 13F +152,030 shares

    0.43% of the 13F portfolio, value $38,696,213.

    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 672,346 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $29,852,172.

    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).