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Atria Wealth Solutions, Inc.: PJUN position timeline

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

Atria Wealth Solutions, Inc. held 9,665 PJUN 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 9,665 shares
    Change vs previous 13F -3,925 shares

    0.01% of the 13F portfolio, value $384,280.

    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 13,590 shares
    Change vs previous 13F -7,126 shares

    0.01% of the 13F portfolio, value $502,966.

    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 20,716 shares
    Change vs previous 13F -200 shares

    0.01% of the 13F portfolio, value $777,233.

    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 20,916 shares
    Change vs previous 13F -4,288 shares

    0.01% of the 13F portfolio, value $771,278.

    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 25,204 shares
    Change vs previous 13F +17,870 shares

    0.01% of the 13F portfolio, value $897,764.

    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 7,334 shares
    Change vs previous 13F -7,885 shares

    <0.01% of the 13F portfolio, value $253,168.

    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 15,219 shares
    Change vs previous 13F +1,485 shares

    0.01% of the 13F portfolio, value $508,008.

    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 13,734 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $430,010.

    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).