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Disclosery

Atria Wealth Solutions, Inc.: PCAR position timeline

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

Atria Wealth Solutions, Inc. held 63,052 PCAR 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 63,052 shares
    Change vs previous 13F +218 shares

    0.14% of the 13F portfolio, value $5,993,692.

    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 62,834 shares
    Change vs previous 13F -4,842 shares

    0.07% of the 13F portfolio, value $6,118,181.

    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 67,676 shares
    Change vs previous 13F -4,686 shares

    0.08% of the 13F portfolio, value $7,235,999.

    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 72,362 shares
    Change vs previous 13F -2,004 shares

    0.08% of the 13F portfolio, value $7,140,609.

    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 74,366 shares
    Change vs previous 13F -2,598 shares

    0.08% of the 13F portfolio, value $7,655,252.

    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 76,964 shares
    Change vs previous 13F +2,331 shares

    0.11% of the 13F portfolio, value $9,535,078.

    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 74,633 shares
    Change vs previous 13F +491 shares

    0.09% of the 13F portfolio, value $7,520,361.

    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 74,142 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $6,303,541.

    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).