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Disclosery

Atria Wealth Solutions, Inc.: PFF position timeline

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

Atria Wealth Solutions, Inc. held 116,028 PFF 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 116,028 shares
    Change vs previous 13F -223,728 shares

    0.08% of the 13F portfolio, value $3,571,702.

    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 339,756 shares
    Change vs previous 13F -22,254 shares

    0.13% of the 13F portfolio, value $10,440,732.

    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 362,010 shares
    Change vs previous 13F +45,047 shares

    0.12% of the 13F portfolio, value $11,381,699.

    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 316,963 shares
    Change vs previous 13F -1,433 shares

    0.11% of the 13F portfolio, value $10,532,675.

    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 318,396 shares
    Change vs previous 13F -16,344 shares

    0.11% of the 13F portfolio, value $10,045,405.

    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 334,740 shares
    Change vs previous 13F +20,819 shares

    0.12% of the 13F portfolio, value $10,788,677.

    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 313,921 shares
    Change vs previous 13F +4,107 shares

    0.12% of the 13F portfolio, value $9,791,212.

    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 309,814 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $9,340,877.

    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).