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Atria Wealth Solutions, Inc.: PTNQ position timeline

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

Atria Wealth Solutions, Inc. held 107,640 PTNQ 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 107,640 shares
    Change vs previous 13F -22,035 shares

    0.17% of the 13F portfolio, value $7,682,358.

    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 129,675 shares
    Change vs previous 13F -1,654 shares

    0.11% of the 13F portfolio, value $9,208,233.

    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 131,329 shares
    Change vs previous 13F -4,181 shares

    0.11% of the 13F portfolio, value $9,900,231.

    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 135,510 shares
    Change vs previous 13F -21,540 shares

    0.11% of the 13F portfolio, value $9,936,914.

    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 157,050 shares
    Change vs previous 13F +43,817 shares

    0.13% of the 13F portfolio, value $11,321,700.

    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 113,233 shares
    Change vs previous 13F +30,219 shares

    0.09% of the 13F portfolio, value $7,776,810.

    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 83,014 shares
    Change vs previous 13F +983 shares

    0.07% of the 13F portfolio, value $5,479,342.

    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 82,031 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $5,039,975.

    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).