Skip to content
Disclosery

Atria Wealth Solutions, Inc.: PLTR position timeline

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

Atria Wealth Solutions, Inc. held 98,520 PLTR 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 98,520 shares
    Change vs previous 13F -123,774 shares

    0.3% of the 13F portfolio, value $13,374,575.

    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 222,294 shares
    Change vs previous 13F -19,613 shares

    0.23% of the 13F portfolio, value $18,761,612.

    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 241,907 shares
    Change vs previous 13F +5,619 shares

    0.2% of the 13F portfolio, value $18,295,442.

    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 236,288 shares
    Change vs previous 13F -20,097 shares

    0.1% of the 13F portfolio, value $8,789,922.

    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 256,385 shares
    Change vs previous 13F +20,063 shares

    0.07% of the 13F portfolio, value $6,494,242.

    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 236,322 shares
    Change vs previous 13F +27,312 shares

    0.06% of the 13F portfolio, value $5,437,757.

    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 209,010 shares
    Change vs previous 13F +2,292 shares

    0.05% of the 13F portfolio, value $3,588,702.

    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 206,718 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,307,488.

    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).