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Atria Wealth Solutions, Inc.: PAYX position timeline

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

Atria Wealth Solutions, Inc. held 9,774 PAYX 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 9,774 shares
    Change vs previous 13F -23,213 shares

    0.03% of the 13F portfolio, value $1,422,247.

    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 32,987 shares
    Change vs previous 13F +17,466 shares

    0.06% of the 13F portfolio, value $5,089,200.

    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 15,521 shares
    Change vs previous 13F -716 shares

    0.02% of the 13F portfolio, value $2,176,355.

    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 16,237 shares
    Change vs previous 13F +552 shares

    0.02% of the 13F portfolio, value $2,179,022.

    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 15,685 shares
    Change vs previous 13F -1,996 shares

    0.02% of the 13F portfolio, value $1,859,569.

    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 17,681 shares
    Change vs previous 13F -1,514 shares

    0.02% of the 13F portfolio, value $2,171,123.

    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 19,195 shares
    Change vs previous 13F +581 shares

    0.03% of the 13F portfolio, value $2,286,394.

    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 18,614 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,146,774.

    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).