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Disclosery

Atria Wealth Solutions, Inc.: KDP position timeline

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

Atria Wealth Solutions, Inc. held 27,288 KDP 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 27,288 shares
    Change vs previous 13F -94,817 shares

    0.02% of the 13F portfolio, value $907,926.

    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 122,105 shares
    Change vs previous 13F +2,618 shares

    0.05% of the 13F portfolio, value $4,205,999.

    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 119,487 shares
    Change vs previous 13F -92,155 shares

    0.04% of the 13F portfolio, value $3,837,920.

    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 211,642 shares
    Change vs previous 13F +131,334 shares

    0.09% of the 13F portfolio, value $7,978,894.

    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 80,308 shares
    Change vs previous 13F +10,095 shares

    0.03% of the 13F portfolio, value $2,698,991.

    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 70,213 shares
    Change vs previous 13F +11,176 shares

    0.02% of the 13F portfolio, value $2,168,018.

    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 59,037 shares
    Change vs previous 13F +11,106 shares

    0.02% of the 13F portfolio, value $1,967,097.

    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 47,931 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,522,553.

    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).