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Disclosery

Atria Wealth Solutions, Inc.: PPL position timeline

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

Atria Wealth Solutions, Inc. held 14,975 PPL 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 14,975 shares
    Change vs previous 13F -5,812 shares

    0.01% of the 13F portfolio, value $511,584.

    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 20,787 shares
    Change vs previous 13F +960 shares

    0.01% of the 13F portfolio, value $756,292.

    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 19,827 shares
    Change vs previous 13F +2,215 shares

    0.01% of the 13F portfolio, value $648,754.

    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 17,612 shares
    Change vs previous 13F +5,009 shares

    0.01% of the 13F portfolio, value $587,101.

    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 12,603 shares
    Change vs previous 13F -89 shares

    <0.01% of the 13F portfolio, value $351,718.

    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 12,692 shares
    Change vs previous 13F +36 shares

    <0.01% of the 13F portfolio, value $352,623.

    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 12,656 shares
    Change vs previous 13F -427 shares

    <0.01% of the 13F portfolio, value $343,678.

    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 13,083 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $309,011.

    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).