Skip to content
Disclosery

Atria Wealth Solutions, Inc.: PDBC position timeline

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

Atria Wealth Solutions, Inc. held 50,973 PDBC 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 50,973 shares
    Change vs previous 13F -26,245 shares

    0.02% of the 13F portfolio, value $674,229.

    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 77,218 shares
    Change vs previous 13F +1,830 shares

    0.01% of the 13F portfolio, value $1,052,479.

    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 75,388 shares
    Change vs previous 13F +23,277 shares

    0.01% of the 13F portfolio, value $979,287.

    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 52,111 shares
    Change vs previous 13F -26,134 shares

    0.01% of the 13F portfolio, value $699,854.

    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 78,245 shares
    Change vs previous 13F -75,413 shares

    0.01% of the 13F portfolio, value $1,099,344.

    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 153,658 shares
    Change vs previous 13F -41,305 shares

    0.02% of the 13F portfolio, value $2,131,233.

    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 194,963 shares
    Change vs previous 13F +68,164 shares

    0.03% of the 13F portfolio, value $2,593,004.

    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 126,799 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,895,640.

    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).