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Atria Wealth Solutions, Inc.: PULS position timeline

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

Atria Wealth Solutions, Inc. held 124,673 PULS 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 124,673 shares
    Change vs previous 13F -1,813 shares

    0.14% of the 13F portfolio, value $6,199,825.

    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 126,486 shares
    Change vs previous 13F +559 shares

    0.08% of the 13F portfolio, value $6,290,144.

    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 125,927 shares
    Change vs previous 13F -31,682 shares

    0.07% of the 13F portfolio, value $6,249,099.

    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 157,609 shares
    Change vs previous 13F -30,802 shares

    0.09% of the 13F portfolio, value $7,845,765.

    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 188,411 shares
    Change vs previous 13F +104,610 shares

    0.1% of the 13F portfolio, value $9,364,041.

    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 83,801 shares
    Change vs previous 13F -9,020 shares

    0.05% of the 13F portfolio, value $4,164,945.

    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 92,821 shares
    Change vs previous 13F -188,838 shares

    0.06% of the 13F portfolio, value $4,594,473.

    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 281,659 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $13,939,286.

    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).