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Atria Wealth Solutions, Inc.: PAPR position timeline

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

Atria Wealth Solutions, Inc. held 36,889 PAPR 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 36,889 shares
    Change vs previous 13F +7,770 shares

    0.03% of the 13F portfolio, value $1,375,687.

    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 29,119 shares
    Change vs previous 13F -20,352 shares

    0.01% of the 13F portfolio, value $1,038,383.

    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 49,471 shares
    Change vs previous 13F -7,923 shares

    0.02% of the 13F portfolio, value $1,815,774.

    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 57,394 shares
    Change vs previous 13F -12,218 shares

    0.02% of the 13F portfolio, value $2,062,740.

    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 69,612 shares
    Change vs previous 13F +45,738 shares

    0.03% of the 13F portfolio, value $2,412,752.

    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 23,874 shares
    Change vs previous 13F -400 shares

    0.01% of the 13F portfolio, value $801,928.

    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 24,274 shares
    Change vs previous 13F -4,900 shares

    0.01% of the 13F portfolio, value $793,517.

    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 29,174 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $893,016.

    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).