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Atria Wealth Solutions, Inc.: PFM position timeline

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

Atria Wealth Solutions, Inc. held 5,594 PFM 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 5,594 shares
    Change vs previous 13F -230,018 shares

    0.01% of the 13F portfolio, value $269,479.

    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 235,612 shares
    Change vs previous 13F +3,014 shares

    0.13% of the 13F portfolio, value $10,786,330.

    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 232,598 shares
    Change vs previous 13F +8,758 shares

    0.12% of the 13F portfolio, value $10,666,961.

    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 223,840 shares
    Change vs previous 13F +7,447 shares

    0.11% of the 13F portfolio, value $10,419,751.

    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 216,393 shares
    Change vs previous 13F +6,530 shares

    0.1% of the 13F portfolio, value $9,233,509.

    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 209,863 shares
    Change vs previous 13F +3,083 shares

    0.1% of the 13F portfolio, value $8,933,878.

    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 206,780 shares
    Change vs previous 13F +1,200 shares

    0.1% of the 13F portfolio, value $8,248,457.

    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 205,580 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $7,509,825.

    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).