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Atria Wealth Solutions, Inc.: PLD position timeline

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

Atria Wealth Solutions, Inc. held 14,048 PLD 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 14,048 shares
    Change vs previous 13F -6,560 shares

    0.03% of the 13F portfolio, value $1,478,763.

    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 20,608 shares
    Change vs previous 13F -1,077 shares

    0.03% of the 13F portfolio, value $2,303,712.

    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 21,685 shares
    Change vs previous 13F +9,105 shares

    0.03% of the 13F portfolio, value $2,292,112.

    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 12,580 shares
    Change vs previous 13F -5,268 shares

    0.02% of the 13F portfolio, value $1,588,726.

    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 17,848 shares
    Change vs previous 13F -318 shares

    0.02% of the 13F portfolio, value $2,004,477.

    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 18,166 shares
    Change vs previous 13F +680 shares

    0.03% of the 13F portfolio, value $2,375,572.

    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 17,486 shares
    Change vs previous 13F +4,345 shares

    0.03% of the 13F portfolio, value $2,331,001.

    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 13,141 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,474,600.

    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).