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Disclosery

Atria Wealth Solutions, Inc.: HD position timeline

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

Atria Wealth Solutions, Inc. held 24,021 HD 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 24,021 shares
    Change vs previous 13F -36,097 shares

    0.2% of the 13F portfolio, value $8,830,996.

    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 60,118 shares
    Change vs previous 13F -8,289 shares

    0.27% of the 13F portfolio, value $22,033,039.

    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 68,407 shares
    Change vs previous 13F +3,786 shares

    0.29% of the 13F portfolio, value $26,609,938.

    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 64,621 shares
    Change vs previous 13F -8,535 shares

    0.28% of the 13F portfolio, value $26,184,181.

    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 73,156 shares
    Change vs previous 13F -1,997 shares

    0.28% of the 13F portfolio, value $25,183,575.

    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 75,153 shares
    Change vs previous 13F -65 shares

    0.33% of the 13F portfolio, value $28,828,610.

    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 75,218 shares
    Change vs previous 13F +1,140 shares

    0.33% of the 13F portfolio, value $26,067,125.

    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 74,078 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $22,383,711.

    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).