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Disclosery

Atria Wealth Solutions, Inc.: PHK position timeline

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

Atria Wealth Solutions, Inc. held 86,126 PHK 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 86,126 shares
    Change vs previous 13F +4,631 shares

    0.01% of the 13F portfolio, value $417,639.

    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 81,495 shares
    Change vs previous 13F +444 shares

    <0.01% of the 13F portfolio, value $402,018.

    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 81,051 shares
    Change vs previous 13F -2,773 shares

    <0.01% of the 13F portfolio, value $396,368.

    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 83,824 shares
    Change vs previous 13F +1,334 shares

    <0.01% of the 13F portfolio, value $422,584.

    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 82,490 shares
    Change vs previous 13F +1,090 shares

    <0.01% of the 13F portfolio, value $400,980.

    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 81,400 shares
    Change vs previous 13F -2,424 shares

    <0.01% of the 13F portfolio, value $405,458.

    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 83,824 shares
    Change vs previous 13F +15,268 shares

    0.01% of the 13F portfolio, value $420,461.

    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 68,556 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $304,511.

    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).