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Disclosery

Atria Wealth Solutions, Inc.: PSA position timeline

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

Atria Wealth Solutions, Inc. held 3,921 PSA 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 3,921 shares
    Change vs previous 13F -766 shares

    0.03% of the 13F portfolio, value $1,150,629.

    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 4,687 shares
    Change vs previous 13F -445 shares

    0.02% of the 13F portfolio, value $1,402,712.

    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 5,132 shares
    Change vs previous 13F -89 shares

    0.02% of the 13F portfolio, value $1,536,743.

    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 5,221 shares
    Change vs previous 13F -183 shares

    0.02% of the 13F portfolio, value $1,899,764.

    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 5,404 shares
    Change vs previous 13F -966 shares

    0.02% of the 13F portfolio, value $1,554,586.

    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 6,370 shares
    Change vs previous 13F +791 shares

    0.02% of the 13F portfolio, value $1,847,878.

    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 5,579 shares
    Change vs previous 13F +1,416 shares

    0.02% of the 13F portfolio, value $1,702,032.

    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 4,163 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,096,997.

    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).