Skip to content
Disclosery

Atria Wealth Solutions, Inc.: PNW position timeline

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

Atria Wealth Solutions, Inc. held 2,708 PNW 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 2,708 shares
    Change vs previous 13F -911 shares

    0.01% of the 13F portfolio, value $242,322.

    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 3,619 shares
    Change vs previous 13F +167 shares

    <0.01% of the 13F portfolio, value $344,750.

    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 3,452 shares
    Change vs previous 13F -1,180 shares

    <0.01% of the 13F portfolio, value $292,662.

    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 4,632 shares
    Change vs previous 13F +278 shares

    <0.01% of the 13F portfolio, value $410,386.

    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 4,354 shares
    Change vs previous 13F +149 shares

    <0.01% of the 13F portfolio, value $332,591.

    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 4,205 shares
    Change vs previous 13F -716 shares

    <0.01% of the 13F portfolio, value $314,271.

    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 4,921 shares
    Change vs previous 13F +229 shares

    <0.01% of the 13F portfolio, value $353,555.

    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 4,692 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $345,737.

    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).