Skip to main content

Atria Wealth Solutions, Inc.

SEC CIK
0001927543
Latest filing
Jul 25, 2025

WD holding history

Walker & Dunlop, Inc. in every 13F filed by Atria Wealth Solutions, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WD overviewAll 13F holders of WDFull Q2 2025 holdings

Shares (Q3 2024)
0
Sold out in Q3 2024
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q1 2022
Holdings of WD by Atria Wealth Solutions, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20240$00.0%−2,964−100.0%Sold outHolders
Q2 20242,964$291.1K<0.1%−67−2.2%ReducedHolders
Q1 20243,031$306.3K<0.1%−1,597−34.5%ReducedHolders
Q4 20234,628$513.7K<0.1%+1,758+61.3%AddedHolders
Q3 20232,870$213.1K<0.1%−172−5.7%ReducedHolders
Q2 20233,042$240.6K<0.1%−176−5.5%ReducedHolders
Q1 20233,218$245.1K<0.1%+95+3.0%AddedHolders
Q4 20223,123$245.1K<0.1%−88−2.7%ReducedHolders
Q3 20223,211$269.0K<0.1%+3,211NewHolders
Q2 20220$00.0%−4,119−100.0%Sold outHolders
Q1 20224,119$533.0K<0.1%–No prior filingHolders