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Disclosery

Atria Wealth Solutions, Inc.: TDG position timeline

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

Atria Wealth Solutions, Inc. held 149 TDG 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 149 shares
    Change vs previous 13F -474 shares

    0.01% of the 13F portfolio, value $226,575.

    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 623 shares
    Change vs previous 13F -106 shares

    0.01% of the 13F portfolio, value $862,224.

    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 729 shares
    Change vs previous 13F +35 shares

    0.01% of the 13F portfolio, value $923,500.

    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 694 shares
    Change vs previous 13F +174 shares

    0.01% of the 13F portfolio, value $990,122.

    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 520 shares
    Change vs previous 13F -250 shares

    0.01% of the 13F portfolio, value $664,550.

    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 770 shares
    Change vs previous 13F +291 shares

    0.01% of the 13F portfolio, value $948,817.

    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 479 shares
    Change vs previous 13F +155 shares

    0.01% of the 13F portfolio, value $484,709.

    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 324 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $273,194.

    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).