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Disclosery

Atria Wealth Solutions, Inc.: TTD position timeline

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

Atria Wealth Solutions, Inc. held 8,014 TTD 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 8,014 shares
    Change vs previous 13F -13,026 shares

    0.01% of the 13F portfolio, value $577,785.

    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 21,040 shares
    Change vs previous 13F -5,694 shares

    0.01% of the 13F portfolio, value $1,151,309.

    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 26,734 shares
    Change vs previous 13F +243 shares

    0.03% of the 13F portfolio, value $3,142,046.

    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 26,491 shares
    Change vs previous 13F +228 shares

    0.03% of the 13F portfolio, value $2,904,684.

    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 26,263 shares
    Change vs previous 13F -198 shares

    0.03% of the 13F portfolio, value $2,565,044.

    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 26,461 shares
    Change vs previous 13F -794 shares

    0.03% of the 13F portfolio, value $2,313,197.

    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 27,255 shares
    Change vs previous 13F +667 shares

    0.02% of the 13F portfolio, value $1,961,267.

    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 26,588 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,077,813.

    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).