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Atria Wealth Solutions, Inc.: PCEF position timeline

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

Atria Wealth Solutions, Inc. held 15,263 PCEF 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 15,263 shares
    Change vs previous 13F -39,262 shares

    0.01% of the 13F portfolio, value $298,235.

    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 54,525 shares
    Change vs previous 13F +10,079 shares

    0.01% of the 13F portfolio, value $1,027,794.

    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 44,446 shares
    Change vs previous 13F +79 shares

    0.01% of the 13F portfolio, value $851,587.

    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 44,367 shares
    Change vs previous 13F +20,152 shares

    0.01% of the 13F portfolio, value $874,465.

    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 24,215 shares
    Change vs previous 13F -923 shares

    0.01% of the 13F portfolio, value $455,734.

    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 25,138 shares
    Change vs previous 13F -969 shares

    0.01% of the 13F portfolio, value $473,850.

    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 26,107 shares
    Change vs previous 13F -4,981 shares

    0.01% of the 13F portfolio, value $468,882.

    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 31,088 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $531,609.

    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).