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Atria Wealth Solutions, Inc.: PSTP position timeline

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

Atria Wealth Solutions, Inc. held 9,788 PSTP 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 9,788 shares
    Change vs previous 13F -41,381 shares

    0.01% of the 13F portfolio, value $326,924.

    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 51,169 shares
    Change vs previous 13F -1,465 shares

    0.02% of the 13F portfolio, value $1,606,978.

    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 52,634 shares
    Change vs previous 13F +9,743 shares

    0.02% of the 13F portfolio, value $1,685,872.

    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 42,891 shares
    Change vs previous 13F +819 shares

    0.01% of the 13F portfolio, value $1,352,576.

    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 42,072 shares
    Change vs previous 13F +34,327 shares

    0.01% of the 13F portfolio, value $1,282,355.

    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 7,745 shares
    Change vs previous 13F +560 shares

    <0.01% of the 13F portfolio, value $228,515.

    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 7,185 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $202,662.

    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).