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Disclosery

Atria Wealth Solutions, Inc.: PNC position timeline

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

Atria Wealth Solutions, Inc. held 18,717 PNC 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 18,717 shares
    Change vs previous 13F -8,805 shares

    0.08% of the 13F portfolio, value $3,524,847.

    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 27,522 shares
    Change vs previous 13F -2,416 shares

    0.06% of the 13F portfolio, value $4,837,552.

    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 29,938 shares
    Change vs previous 13F +1,933 shares

    0.06% of the 13F portfolio, value $5,773,539.

    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 28,005 shares
    Change vs previous 13F +2,725 shares

    0.06% of the 13F portfolio, value $5,176,804.

    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 25,280 shares
    Change vs previous 13F -257 shares

    0.04% of the 13F portfolio, value $3,930,371.

    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 25,537 shares
    Change vs previous 13F +1,253 shares

    0.05% of the 13F portfolio, value $4,126,836.

    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 24,284 shares
    Change vs previous 13F -547 shares

    0.05% of the 13F portfolio, value $3,760,462.

    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 24,831 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,048,499.

    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).