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Disclosery

Atria Wealth Solutions, Inc.: PG position timeline

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

Atria Wealth Solutions, Inc. held 55,657 PG 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 55,657 shares
    Change vs previous 13F -78,669 shares

    0.2% of the 13F portfolio, value $8,879,916.

    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 134,326 shares
    Change vs previous 13F -15,018 shares

    0.28% of the 13F portfolio, value $22,891,944.

    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 149,344 shares
    Change vs previous 13F -2,159 shares

    0.27% of the 13F portfolio, value $25,037,417.

    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 151,503 shares
    Change vs previous 13F -1,977 shares

    0.29% of the 13F portfolio, value $26,240,474.

    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 153,480 shares
    Change vs previous 13F -9,664 shares

    0.28% of the 13F portfolio, value $25,311,832.

    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 163,144 shares
    Change vs previous 13F +7,641 shares

    0.3% of the 13F portfolio, value $26,470,195.

    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 155,503 shares
    Change vs previous 13F +3,035 shares

    0.29% of the 13F portfolio, value $22,787,391.

    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 152,468 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $22,238,954.

    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).