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Atria Wealth Solutions, Inc.: SDVY position timeline

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

Atria Wealth Solutions, Inc. held 242,835 SDVY 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 242,835 shares
    Change vs previous 13F -41,697 shares

    0.19% of the 13F portfolio, value $8,578,699.

    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 284,532 shares
    Change vs previous 13F +85,262 shares

    0.11% of the 13F portfolio, value $9,531,806.

    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 199,270 shares
    Change vs previous 13F +64,708 shares

    0.08% of the 13F portfolio, value $7,143,821.

    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 134,562 shares
    Change vs previous 13F +39,740 shares

    0.05% of the 13F portfolio, value $4,895,366.

    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 94,822 shares
    Change vs previous 13F +10,207 shares

    0.04% of the 13F portfolio, value $3,165,344.

    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 84,615 shares
    Change vs previous 13F -22,397 shares

    0.03% of the 13F portfolio, value $2,946,319.

    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 107,012 shares
    Change vs previous 13F +19,537 shares

    0.04% of the 13F portfolio, value $3,506,796.

    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 87,475 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,469,438.

    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).