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Atria Wealth Solutions, Inc.: PPH position timeline

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

Atria Wealth Solutions, Inc. held 2,739 PPH 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 2,739 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $240,922.

    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 2,739 shares
    Change vs previous 13F -785 shares

    <0.01% of the 13F portfolio, value $249,605.

    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 3,524 shares
    Change vs previous 13F -416 shares

    <0.01% of the 13F portfolio, value $304,051.

    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 3,940 shares
    Change vs previous 13F -7,072 shares

    <0.01% of the 13F portfolio, value $374,418.

    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 11,012 shares
    Change vs previous 13F -6,351 shares

    0.01% of the 13F portfolio, value $1,007,378.

    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 17,363 shares
    Change vs previous 13F +13,642 shares

    0.02% of the 13F portfolio, value $1,574,824.

    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 3,721 shares
    Change vs previous 13F -10,667 shares

    <0.01% of the 13F portfolio, value $302,764.

    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 14,388 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,149,026.

    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).