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Atria Wealth Solutions, Inc.: TDIV position timeline

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

Atria Wealth Solutions, Inc. held 11,462 TDIV 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 11,462 shares
    Change vs previous 13F -65,978 shares

    0.02% of the 13F portfolio, value $1,046,247.

    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 77,440 shares
    Change vs previous 13F -24,489 shares

    0.07% of the 13F portfolio, value $5,700,375.

    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 101,929 shares
    Change vs previous 13F +9,394 shares

    0.09% of the 13F portfolio, value $7,997,402.

    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 92,535 shares
    Change vs previous 13F +2,445 shares

    0.08% of the 13F portfolio, value $7,430,537.

    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 90,090 shares
    Change vs previous 13F -20,790 shares

    0.08% of the 13F portfolio, value $6,816,843.

    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 110,880 shares
    Change vs previous 13F +10,281 shares

    0.09% of the 13F portfolio, value $7,725,058.

    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 100,599 shares
    Change vs previous 13F -51,580 shares

    0.08% of the 13F portfolio, value $6,447,405.

    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 152,179 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $8,535,732.

    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).