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Disclosery

Atria Wealth Solutions, Inc.: GDX position timeline

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

Atria Wealth Solutions, Inc. held 20,434 GDX 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 20,434 shares
    Change vs previous 13F -169,706 shares

    0.02% of the 13F portfolio, value $1,067,916.

    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 190,140 shares
    Change vs previous 13F +2,895 shares

    0.11% of the 13F portfolio, value $8,740,790.

    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 187,245 shares
    Change vs previous 13F -26,020 shares

    0.07% of the 13F portfolio, value $6,349,489.

    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 213,265 shares
    Change vs previous 13F -11,703 shares

    0.09% of the 13F portfolio, value $8,492,198.

    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 224,968 shares
    Change vs previous 13F -14,460 shares

    0.08% of the 13F portfolio, value $7,633,144.

    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 239,428 shares
    Change vs previous 13F +8,308 shares

    0.09% of the 13F portfolio, value $7,570,703.

    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 231,120 shares
    Change vs previous 13F -3,444 shares

    0.09% of the 13F portfolio, value $7,167,036.

    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 234,564 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $6,312,102.

    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).