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Atria Wealth Solutions, Inc.: PAYC position timeline

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

Atria Wealth Solutions, Inc. held 1,197 PAYC 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 1,197 shares
    Change vs previous 13F -995 shares

    0.01% of the 13F portfolio, value $277,188.

    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 2,192 shares
    Change vs previous 13F +837 shares

    0.01% of the 13F portfolio, value $479,003.

    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 1,355 shares
    Change vs previous 13F -2,061 shares

    <0.01% of the 13F portfolio, value $277,724.

    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 3,416 shares
    Change vs previous 13F -3,817 shares

    0.01% of the 13F portfolio, value $568,915.

    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 7,233 shares
    Change vs previous 13F -3,493 shares

    0.01% of the 13F portfolio, value $1,034,616.

    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 10,726 shares
    Change vs previous 13F -11,779 shares

    0.02% of the 13F portfolio, value $2,134,513.

    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 22,505 shares
    Change vs previous 13F -18,876 shares

    0.06% of the 13F portfolio, value $4,652,153.

    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 41,381 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $10,728,642.

    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).