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Atria Wealth Solutions, Inc.: PFXF position timeline

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

Atria Wealth Solutions, Inc. held 107,167 PFXF 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 107,167 shares
    Change vs previous 13F +10,152 shares

    0.04% of the 13F portfolio, value $1,849,177.

    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 97,015 shares
    Change vs previous 13F +92 shares

    0.02% of the 13F portfolio, value $1,625,969.

    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 96,923 shares
    Change vs previous 13F -12,033 shares

    0.02% of the 13F portfolio, value $1,671,916.

    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 108,956 shares
    Change vs previous 13F -9,319 shares

    0.02% of the 13F portfolio, value $1,989,541.

    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 118,275 shares
    Change vs previous 13F -1,812 shares

    0.02% of the 13F portfolio, value $2,046,154.

    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 120,087 shares
    Change vs previous 13F +5,831 shares

    0.02% of the 13F portfolio, value $2,124,332.

    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 114,256 shares
    Change vs previous 13F -24,996 shares

    0.02% of the 13F portfolio, value $1,962,923.

    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 139,252 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,340,830.

    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).