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Atria Wealth Solutions, Inc.: PTLC position timeline

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

Atria Wealth Solutions, Inc. held 50,306 PTLC 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 50,306 shares
    Change vs previous 13F -294,458 shares

    0.06% of the 13F portfolio, value $2,553,603.

    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 344,764 shares
    Change vs previous 13F +14,506 shares

    0.21% of the 13F portfolio, value $17,738,120.

    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 330,258 shares
    Change vs previous 13F +6,449 shares

    0.19% of the 13F portfolio, value $17,761,192.

    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 323,809 shares
    Change vs previous 13F -54,102 shares

    0.18% of the 13F portfolio, value $17,016,147.

    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 377,911 shares
    Change vs previous 13F -11,016 shares

    0.21% of the 13F portfolio, value $18,804,829.

    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 388,927 shares
    Change vs previous 13F +33,527 shares

    0.21% of the 13F portfolio, value $18,559,576.

    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 355,400 shares
    Change vs previous 13F +18,879 shares

    0.2% of the 13F portfolio, value $15,522,657.

    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 336,521 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $13,447,354.

    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).