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Atria Wealth Solutions, Inc.: PDI position timeline

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

Atria Wealth Solutions, Inc. held 78,400 PDI 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 78,400 shares
    Change vs previous 13F -1,438,804 shares

    0.03% of the 13F portfolio, value $1,502,947.

    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 1,517,204 shares
    Change vs previous 13F -279,625 shares

    0.36% of the 13F portfolio, value $30,063,889.

    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 1,796,829 shares
    Change vs previous 13F +338,089 shares

    0.36% of the 13F portfolio, value $32,967,470.

    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 1,458,740 shares
    Change vs previous 13F -4,118 shares

    0.32% of the 13F portfolio, value $29,593,931.

    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 1,462,858 shares
    Change vs previous 13F +104,093 shares

    0.31% of the 13F portfolio, value $27,552,376.

    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 1,358,765 shares
    Change vs previous 13F +256,399 shares

    0.3% of the 13F portfolio, value $26,247,698.

    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 1,102,366 shares
    Change vs previous 13F +119,953 shares

    0.25% of the 13F portfolio, value $19,820,016.

    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 982,413 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $17,013,005.

    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).