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Disclosery

Atria Wealth Solutions, Inc.: PANW position timeline

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

Atria Wealth Solutions, Inc. held 18,334 PANW 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 18,334 shares
    Change vs previous 13F -23,269 shares

    0.08% of the 13F portfolio, value $3,747,310.

    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 41,603 shares
    Change vs previous 13F -156 shares

    0.09% of the 13F portfolio, value $7,099,135.

    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 41,759 shares
    Change vs previous 13F +16,405 shares

    0.08% of the 13F portfolio, value $7,598,389.

    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 25,354 shares
    Change vs previous 13F -4,231 shares

    0.09% of the 13F portfolio, value $8,666,139.

    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 29,585 shares
    Change vs previous 13F -4,244 shares

    0.11% of the 13F portfolio, value $10,029,583.

    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 33,829 shares
    Change vs previous 13F +6,871 shares

    0.11% of the 13F portfolio, value $9,611,954.

    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 26,958 shares
    Change vs previous 13F +427 shares

    0.1% of the 13F portfolio, value $7,949,322.

    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 26,531 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $6,219,928.

    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).