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Disclosery

Atria Wealth Solutions, Inc.: HDV position timeline

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

Atria Wealth Solutions, Inc. held 42,221 HDV 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 42,221 shares
    Change vs previous 13F -48,592 shares

    0.11% of the 13F portfolio, value $5,019,792.

    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 90,813 shares
    Change vs previous 13F +12,275 shares

    0.13% of the 13F portfolio, value $10,999,238.

    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 78,538 shares
    Change vs previous 13F -186,104 shares

    0.1% of the 13F portfolio, value $8,816,662.

    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 264,642 shares
    Change vs previous 13F +39,464 shares

    0.34% of the 13F portfolio, value $31,127,165.

    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 225,178 shares
    Change vs previous 13F +3,566 shares

    0.27% of the 13F portfolio, value $24,476,961.

    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 221,612 shares
    Change vs previous 13F -3,924 shares

    0.28% of the 13F portfolio, value $24,423,752.

    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 225,536 shares
    Change vs previous 13F +9,491 shares

    0.29% of the 13F portfolio, value $23,002,559.

    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 216,045 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $21,381,599.

    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).