Skip to content
Disclosery

Atria Wealth Solutions, Inc.: PFE position timeline

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

Atria Wealth Solutions, Inc. held 195,671 PFE 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 195,671 shares
    Change vs previous 13F -381,972 shares

    0.11% of the 13F portfolio, value $4,780,807.

    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 577,643 shares
    Change vs previous 13F -7,320 shares

    0.18% of the 13F portfolio, value $14,637,462.

    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 584,963 shares
    Change vs previous 13F +7,544 shares

    0.17% of the 13F portfolio, value $15,519,069.

    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 577,419 shares
    Change vs previous 13F +27,324 shares

    0.18% of the 13F portfolio, value $16,710,515.

    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 550,095 shares
    Change vs previous 13F +53,295 shares

    0.17% of the 13F portfolio, value $15,391,663.

    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 496,800 shares
    Change vs previous 13F +17,201 shares

    0.16% of the 13F portfolio, value $13,786,192.

    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 479,599 shares
    Change vs previous 13F -16,994 shares

    0.17% of the 13F portfolio, value $13,807,653.

    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 496,593 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $16,471,985.

    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).