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Atria Wealth Solutions, Inc.: PDEC position timeline

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

Atria Wealth Solutions, Inc. held 65,925 PDEC 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 65,925 shares
    Change vs previous 13F -7,640 shares

    0.06% of the 13F portfolio, value $2,638,797.

    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 73,565 shares
    Change vs previous 13F +5,556 shares

    0.03% of the 13F portfolio, value $2,766,044.

    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 68,009 shares
    Change vs previous 13F +18,756 shares

    0.03% of the 13F portfolio, value $2,612,906.

    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 49,253 shares
    Change vs previous 13F -2,228 shares

    0.02% of the 13F portfolio, value $1,886,883.

    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 51,481 shares
    Change vs previous 13F -150 shares

    0.02% of the 13F portfolio, value $1,931,052.

    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 51,631 shares
    Change vs previous 13F -306 shares

    0.02% of the 13F portfolio, value $1,889,581.

    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 51,937 shares
    Change vs previous 13F +44,925 shares

    0.02% of the 13F portfolio, value $1,822,989.

    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 7,012 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $226,908.

    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).