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Atria Wealth Solutions, Inc.: PGX position timeline

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

Atria Wealth Solutions, Inc. held 22,357 PGX 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 22,357 shares
    Change vs previous 13F -27,593 shares

    0.01% of the 13F portfolio, value $248,836.

    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 49,950 shares
    Change vs previous 13F +12,361 shares

    0.01% of the 13F portfolio, value $560,442.

    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 37,589 shares
    Change vs previous 13F -944 shares

    <0.01% of the 13F portfolio, value $433,405.

    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 38,533 shares
    Change vs previous 13F -2,403 shares

    0.01% of the 13F portfolio, value $475,889.

    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 40,936 shares
    Change vs previous 13F -16,139 shares

    0.01% of the 13F portfolio, value $472,808.

    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 57,075 shares
    Change vs previous 13F +13,332 shares

    0.01% of the 13F portfolio, value $678,055.

    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 43,743 shares
    Change vs previous 13F -6,650 shares

    0.01% of the 13F portfolio, value $501,735.

    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 50,393 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $551,807.

    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).