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Atria Wealth Solutions, Inc.: PAA position timeline

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

Atria Wealth Solutions, Inc. held 27,550 PAA 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 27,550 shares
    Change vs previous 13F -5,498 shares

    0.01% of the 13F portfolio, value $507,596.

    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 33,048 shares
    Change vs previous 13F -60,514 shares

    0.01% of the 13F portfolio, value $660,968.

    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 93,562 shares
    Change vs previous 13F +21,969 shares

    0.02% of the 13F portfolio, value $1,598,038.

    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 71,593 shares
    Change vs previous 13F +422 shares

    0.01% of the 13F portfolio, value $1,243,567.

    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 71,171 shares
    Change vs previous 13F -16,173 shares

    0.01% of the 13F portfolio, value $1,271,107.

    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 87,344 shares
    Change vs previous 13F +13,347 shares

    0.02% of the 13F portfolio, value $1,533,765.

    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 73,997 shares
    Change vs previous 13F -9,983 shares

    0.01% of the 13F portfolio, value $1,121,052.

    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 83,980 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,286,579.

    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).