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Atria Wealth Solutions, Inc.: QDPL position timeline

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

Atria Wealth Solutions, Inc. held 109,259 QDPL 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 109,259 shares
    Change vs previous 13F -22,845 shares

    0.1% of the 13F portfolio, value $4,362,617.

    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 132,104 shares
    Change vs previous 13F +28,053 shares

    0.06% of the 13F portfolio, value $4,892,945.

    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 104,051 shares
    Change vs previous 13F +37,601 shares

    0.04% of the 13F portfolio, value $4,038,899.

    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 66,450 shares
    Change vs previous 13F +16,018 shares

    0.03% of the 13F portfolio, value $2,547,809.

    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 50,432 shares
    Change vs previous 13F +7,828 shares

    0.02% of the 13F portfolio, value $1,869,676.

    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 42,604 shares
    Change vs previous 13F +4,011 shares

    0.02% of the 13F portfolio, value $1,545,875.

    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 38,593 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,294,198.

    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).