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Disclosery

Atria Wealth Solutions, Inc.: PM position timeline

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

Atria Wealth Solutions, Inc. held 44,193 PM 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 44,193 shares
    Change vs previous 13F -27,574 shares

    0.18% of the 13F portfolio, value $8,038,911.

    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 71,767 shares
    Change vs previous 13F -11,498 shares

    0.14% of the 13F portfolio, value $11,436,614.

    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 83,265 shares
    Change vs previous 13F +3,443 shares

    0.11% of the 13F portfolio, value $10,066,856.

    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 79,822 shares
    Change vs previous 13F -6,868 shares

    0.11% of the 13F portfolio, value $9,731,698.

    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 86,690 shares
    Change vs previous 13F +3,018 shares

    0.1% of the 13F portfolio, value $8,854,362.

    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 83,672 shares
    Change vs previous 13F +9,308 shares

    0.09% of the 13F portfolio, value $7,738,761.

    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 74,364 shares
    Change vs previous 13F +3,818 shares

    0.09% of the 13F portfolio, value $7,028,135.

    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 70,546 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $6,560,085.

    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).