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Atria Wealth Solutions, Inc.: PEG position timeline

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

Atria Wealth Solutions, Inc. held 13,170 PEG 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 13,170 shares
    Change vs previous 13F -847 shares

    0.02% of the 13F portfolio, value $1,102,174.

    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 14,017 shares
    Change vs previous 13F -6,473 shares

    0.01% of the 13F portfolio, value $1,153,604.

    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 20,490 shares
    Change vs previous 13F +2,963 shares

    0.02% of the 13F portfolio, value $1,731,340.

    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 17,527 shares
    Change vs previous 13F +2,289 shares

    0.02% of the 13F portfolio, value $1,563,508.

    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 15,238 shares
    Change vs previous 13F +1,481 shares

    0.01% of the 13F portfolio, value $1,123,058.

    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 13,757 shares
    Change vs previous 13F -3,636 shares

    0.01% of the 13F portfolio, value $925,141.

    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 17,393 shares
    Change vs previous 13F +3,072 shares

    0.01% of the 13F portfolio, value $1,063,587.

    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 14,321 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $815,006.

    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).