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Disclosery

Atria Wealth Solutions, Inc.: PSI position timeline

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

Atria Wealth Solutions, Inc. held 9,591 PSI 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 9,591 shares
    Change vs previous 13F -12,272 shares

    0.01% of the 13F portfolio, value $575,076.

    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 21,863 shares
    Change vs previous 13F -189 shares

    0.01% of the 13F portfolio, value $1,035,865.

    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 22,052 shares
    Change vs previous 13F +1,314 shares

    0.01% of the 13F portfolio, value $1,277,244.

    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 20,738 shares
    Change vs previous 13F -46 shares

    0.01% of the 13F portfolio, value $1,192,830.

    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 20,784 shares
    Change vs previous 13F -1,635 shares

    0.01% of the 13F portfolio, value $1,305,418.

    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 22,419 shares
    Change vs previous 13F +1,778 shares

    0.01% of the 13F portfolio, value $1,265,129.

    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 20,641 shares
    Change vs previous 13F -139 shares

    0.01% of the 13F portfolio, value $1,021,751.

    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 20,780 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $889,395.

    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).