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Atria Wealth Solutions, Inc.: OBDC position timeline

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

Atria Wealth Solutions, Inc. held 52,651 OBDC 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 52,651 shares
    Change vs previous 13F -22,813 shares

    0.02% of the 13F portfolio, value $774,489.

    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 75,464 shares
    Change vs previous 13F +9,591 shares

    0.01% of the 13F portfolio, value $1,128,165.

    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 65,873 shares
    Change vs previous 13F +685 shares

    0.01% of the 13F portfolio, value $1,013,981.

    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 65,188 shares
    Change vs previous 13F -1,563 shares

    0.01% of the 13F portfolio, value $967,770.

    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 66,751 shares
    Change vs previous 13F -2,641 shares

    0.01% of the 13F portfolio, value $1,043,292.

    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 69,392 shares
    Change vs previous 13F -2,258 shares

    0.01% of the 13F portfolio, value $1,092,877.

    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 71,650 shares
    Change vs previous 13F +4,552 shares

    0.01% of the 13F portfolio, value $1,074,373.

    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 67,098 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $943,685.

    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).