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Atria Wealth Solutions, Inc.: PSEP position timeline

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

Atria Wealth Solutions, Inc. held 33,417 PSEP 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 33,417 shares
    Change vs previous 13F -6,770 shares

    0.03% of the 13F portfolio, value $1,368,463.

    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 40,187 shares
    Change vs previous 13F -4,795 shares

    0.02% of the 13F portfolio, value $1,543,582.

    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 44,982 shares
    Change vs previous 13F -6,736 shares

    0.02% of the 13F portfolio, value $1,758,134.

    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 51,718 shares
    Change vs previous 13F +33,540 shares

    0.02% of the 13F portfolio, value $1,992,694.

    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 18,178 shares
    Change vs previous 13F -22,263 shares

    0.01% of the 13F portfolio, value $681,129.

    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 40,441 shares
    Change vs previous 13F -18,953 shares

    0.02% of the 13F portfolio, value $1,476,097.

    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 59,394 shares
    Change vs previous 13F +16,777 shares

    0.03% of the 13F portfolio, value $2,064,678.

    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 42,617 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,380,791.

    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).