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Atria Wealth Solutions, Inc.: PJUL position timeline

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

Atria Wealth Solutions, Inc. held 32,396 PJUL 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 32,396 shares
    Change vs previous 13F -8,278 shares

    0.03% of the 13F portfolio, value $1,420,911.

    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 40,674 shares
    Change vs previous 13F -14,371 shares

    0.02% of the 13F portfolio, value $1,634,668.

    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 55,045 shares
    Change vs previous 13F -10,180 shares

    0.02% of the 13F portfolio, value $2,266,202.

    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 65,225 shares
    Change vs previous 13F +28,282 shares

    0.03% of the 13F portfolio, value $2,640,302.

    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 36,943 shares
    Change vs previous 13F -9,562 shares

    0.02% of the 13F portfolio, value $1,435,236.

    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 46,505 shares
    Change vs previous 13F -16,520 shares

    0.02% of the 13F portfolio, value $1,766,259.

    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 63,025 shares
    Change vs previous 13F -11,813 shares

    0.03% of the 13F portfolio, value $2,280,875.

    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 74,838 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,522,041.

    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).