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Atria Wealth Solutions, Inc.: PEP position timeline

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

Atria Wealth Solutions, Inc. held 40,413 PEP 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 40,413 shares
    Change vs previous 13F -32,282 shares

    0.12% of the 13F portfolio, value $5,364,034.

    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 72,695 shares
    Change vs previous 13F -20,104 shares

    0.13% of the 13F portfolio, value $10,901,344.

    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 92,799 shares
    Change vs previous 13F -19,553 shares

    0.16% of the 13F portfolio, value $14,201,299.

    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 112,352 shares
    Change vs previous 13F -47,975 shares

    0.21% of the 13F portfolio, value $19,105,826.

    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 160,327 shares
    Change vs previous 13F -2,957 shares

    0.29% of the 13F portfolio, value $26,443,057.

    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 163,284 shares
    Change vs previous 13F +7,228 shares

    0.32% of the 13F portfolio, value $28,748,773.

    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 156,056 shares
    Change vs previous 13F +16,156 shares

    0.34% of the 13F portfolio, value $26,662,414.

    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 139,900 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $23,705,519.

    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).