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Disclosery

Atria Wealth Solutions, Inc.: PH position timeline

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

Atria Wealth Solutions, Inc. held 2,504 PH 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 2,504 shares
    Change vs previous 13F -7,488 shares

    0.04% of the 13F portfolio, value $1,752,509.

    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 9,992 shares
    Change vs previous 13F -1,192 shares

    0.07% of the 13F portfolio, value $6,073,616.

    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 11,184 shares
    Change vs previous 13F +611 shares

    0.08% of the 13F portfolio, value $7,113,324.

    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 10,573 shares
    Change vs previous 13F -600 shares

    0.07% of the 13F portfolio, value $6,680,145.

    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 11,173 shares
    Change vs previous 13F -831 shares

    0.06% of the 13F portfolio, value $5,651,584.

    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 12,004 shares
    Change vs previous 13F +1,538 shares

    0.08% of the 13F portfolio, value $6,672,125.

    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 10,466 shares
    Change vs previous 13F -59 shares

    0.06% of the 13F portfolio, value $4,821,810.

    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 10,525 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,099,524.

    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).