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Atria Wealth Solutions, Inc.: PAVE position timeline

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

Atria Wealth Solutions, Inc. held 51,470 PAVE 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 51,470 shares
    Change vs previous 13F +1,181 shares

    0.05% of the 13F portfolio, value $2,280,838.

    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 50,289 shares
    Change vs previous 13F +2,958 shares

    0.02% of the 13F portfolio, value $1,897,392.

    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 47,331 shares
    Change vs previous 13F -92 shares

    0.02% of the 13F portfolio, value $1,913,226.

    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 47,423 shares
    Change vs previous 13F -18,577 shares

    0.02% of the 13F portfolio, value $1,951,963.

    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 66,000 shares
    Change vs previous 13F -3,998 shares

    0.03% of the 13F portfolio, value $2,443,744.

    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 69,998 shares
    Change vs previous 13F +7,907 shares

    0.03% of the 13F portfolio, value $2,786,639.

    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 62,091 shares
    Change vs previous 13F +12,736 shares

    0.03% of the 13F portfolio, value $2,140,313.

    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 49,355 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,499,405.

    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).