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Disclosery

Atria Wealth Solutions, Inc.: PSX position timeline

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

Atria Wealth Solutions, Inc. held 15,868 PSX 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 15,868 shares
    Change vs previous 13F -11,966 shares

    0.04% of the 13F portfolio, value $1,907,636.

    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 27,834 shares
    Change vs previous 13F +1,985 shares

    0.04% of the 13F portfolio, value $3,436,917.

    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 25,849 shares
    Change vs previous 13F -950 shares

    0.03% of the 13F portfolio, value $2,945,005.

    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 26,799 shares
    Change vs previous 13F -1,676 shares

    0.04% of the 13F portfolio, value $3,522,804.

    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 28,475 shares
    Change vs previous 13F -5,901 shares

    0.04% of the 13F portfolio, value $4,019,848.

    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 34,376 shares
    Change vs previous 13F -4,073 shares

    0.06% of the 13F portfolio, value $5,614,935.

    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 38,449 shares
    Change vs previous 13F +2,519 shares

    0.06% of the 13F portfolio, value $5,119,189.

    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 35,930 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,316,951.

    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).