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Atria Wealth Solutions, Inc.: PGR position timeline

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

Atria Wealth Solutions, Inc. held 21,549 PGR 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 21,549 shares
    Change vs previous 13F +3,439 shares

    0.13% of the 13F portfolio, value $5,733,533.

    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 18,110 shares
    Change vs previous 13F -1,766 shares

    0.06% of the 13F portfolio, value $5,125,479.

    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 19,876 shares
    Change vs previous 13F -9,301 shares

    0.05% of the 13F portfolio, value $4,762,419.

    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 29,177 shares
    Change vs previous 13F +7,432 shares

    0.08% of the 13F portfolio, value $7,404,129.

    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 21,745 shares
    Change vs previous 13F -14 shares

    0.05% of the 13F portfolio, value $4,516,662.

    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 21,759 shares
    Change vs previous 13F +5,709 shares

    0.05% of the 13F portfolio, value $4,500,199.

    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 16,050 shares
    Change vs previous 13F -2,819 shares

    0.03% of the 13F portfolio, value $2,556,347.

    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 18,869 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,628,505.

    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).