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Disclosery

Atria Wealth Solutions, Inc.: RDVI position timeline

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

Atria Wealth Solutions, Inc. held 82,162 RDVI 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 82,162 shares
    Change vs previous 13F +2,857 shares

    0.05% of the 13F portfolio, value $2,030,216.

    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 79,305 shares
    Change vs previous 13F +21,679 shares

    0.02% of the 13F portfolio, value $1,881,098.

    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 57,626 shares
    Change vs previous 13F -3,595 shares

    0.02% of the 13F portfolio, value $1,396,872.

    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 61,221 shares
    Change vs previous 13F +17,417 shares

    0.02% of the 13F portfolio, value $1,516,872.

    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 43,804 shares
    Change vs previous 13F +31,371 shares

    0.01% of the 13F portfolio, value $1,025,662.

    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 12,433 shares
    Change vs previous 13F +1,927 shares

    <0.01% of the 13F portfolio, value $304,903.

    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 10,506 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $242,476.

    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).