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Disclosery

Atria Wealth Solutions, Inc.: PHO position timeline

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

Atria Wealth Solutions, Inc. held 30,127 PHO 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 30,127 shares
    Change vs previous 13F -11,014 shares

    0.05% of the 13F portfolio, value $2,106,179.

    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 41,141 shares
    Change vs previous 13F +3,419 shares

    0.03% of the 13F portfolio, value $2,654,404.

    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 37,722 shares
    Change vs previous 13F +2,446 shares

    0.03% of the 13F portfolio, value $2,481,715.

    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 35,276 shares
    Change vs previous 13F +454 shares

    0.03% of the 13F portfolio, value $2,488,388.

    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 34,822 shares
    Change vs previous 13F -6,762 shares

    0.03% of the 13F portfolio, value $2,260,266.

    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 41,584 shares
    Change vs previous 13F +1,207 shares

    0.03% of the 13F portfolio, value $2,768,214.

    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 40,377 shares
    Change vs previous 13F +1,515 shares

    0.03% of the 13F portfolio, value $2,457,320.

    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 38,862 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,066,686.

    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).