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Atria Wealth Solutions, Inc.: PAUG position timeline

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

Atria Wealth Solutions, Inc. held 39,677 PAUG 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 39,677 shares
    Change vs previous 13F -18,350 shares

    0.04% of the 13F portfolio, value $1,605,655.

    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 58,027 shares
    Change vs previous 13F -3,508 shares

    0.03% of the 13F portfolio, value $2,192,263.

    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 61,535 shares
    Change vs previous 13F -2,895 shares

    0.03% of the 13F portfolio, value $2,369,101.

    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 64,430 shares
    Change vs previous 13F +42,863 shares

    0.03% of the 13F portfolio, value $2,439,323.

    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 21,567 shares
    Change vs previous 13F -56,318 shares

    0.01% of the 13F portfolio, value $787,414.

    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 77,885 shares
    Change vs previous 13F -13,236 shares

    0.03% of the 13F portfolio, value $2,755,574.

    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 91,121 shares
    Change vs previous 13F -8,373 shares

    0.04% of the 13F portfolio, value $3,040,710.

    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 99,494 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,089,292.

    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).