Atria Wealth Solutions, Inc.: PAAA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Atria Wealth Solutions, Inc. on PAAA, newest first. How the timeline and the estimate are built.
Atria Wealth Solutions, Inc. held 9,254 PAAA shares at 2025-06-30 per its 13F-HR filed 2025-07-25.
the latest 13F is the newest step
- period ended2025-06-3013F 9,254 sharesChange vs previous 13F -4,712 shares
0.01% of the 13F portfolio, value $476,118.
13F-HR 0001420506-25-001582 filed by Atria Wealth Solutions, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 13,966 sharesChange vs previous 13F +8,322 shares
0.01% of the 13F portfolio, value $716,595.
13F-HR 0001420506-25-000956 filed by Atria Wealth Solutions, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 5,644 sharesChange vs previous 13F -587 shares
<0.01% of the 13F portfolio, value $290,379.
13F-HR 0001420506-25-000086 filed by Atria Wealth Solutions, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 6,231 sharesChange vs previous 13F -997 shares
<0.01% of the 13F portfolio, value $319,276.
13F-HR 0001420506-24-002255 filed by Atria Wealth Solutions, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 7,228 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $369,387.
13F-HR 0001420506-24-001135 filed by Atria Wealth Solutions, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).