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Atria Wealth Solutions, Inc.: PHYS position timeline

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

Atria Wealth Solutions, Inc. held 123,009 PHYS 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 123,009 shares
    Change vs previous 13F -283,034 shares

    0.07% of the 13F portfolio, value $3,129,761.

    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 406,043 shares
    Change vs previous 13F -106,299 shares

    0.12% of the 13F portfolio, value $9,769,395.

    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 512,342 shares
    Change vs previous 13F +99,936 shares

    0.11% of the 13F portfolio, value $10,318,568.

    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 412,406 shares
    Change vs previous 13F +860 shares

    0.09% of the 13F portfolio, value $8,404,834.

    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 411,546 shares
    Change vs previous 13F -43,951 shares

    0.08% of the 13F portfolio, value $7,432,520.

    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 455,497 shares
    Change vs previous 13F +17,624 shares

    0.09% of the 13F portfolio, value $7,880,098.

    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 437,873 shares
    Change vs previous 13F -2,927 shares

    0.09% of the 13F portfolio, value $6,975,317.

    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 440,800 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $6,312,256.

    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).