Atria Wealth Solutions, Inc.: PFFD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Atria Wealth Solutions, Inc. on PFFD, newest first. How the timeline and the estimate are built.
Atria Wealth Solutions, Inc. held 0 PFFD shares at 2025-03-31 per its 13F-HR filed 2025-05-09.
the latest 13F is the newest step
- period ended2025-03-3113F 0 sharesChange vs previous 13F -17,955 shares
13F-HR 0001420506-25-000956 filed by Atria Wealth Solutions, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-12-3113F 17,955 sharesChange vs previous 13F +17,955 shares
<0.01% of the 13F portfolio, value $350,308.
13F-HR 0001420506-25-000086 filed by Atria Wealth Solutions, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 0 sharesChange vs previous 13F -10,483 shares
13F-HR 0001420506-24-000768 filed by Atria Wealth Solutions, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2023-12-3113F 10,483 sharesChange vs previous 13F -27,274 shares
<0.01% of the 13F portfolio, value $204,455.
13F-HR 0001420506-24-000118 filed by Atria Wealth Solutions, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-09-3013F 37,757 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $710,217.
13F-HR 0001420506-23-001936 filed by Atria Wealth Solutions, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).