Skip to content
Disclosery

Atria Wealth Solutions, Inc.: PWR position timeline

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

Atria Wealth Solutions, Inc. held 10,710 PWR 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 10,710 shares
    Change vs previous 13F +2,338 shares

    0.09% of the 13F portfolio, value $4,056,142.

    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 8,372 shares
    Change vs previous 13F -3,556 shares

    0.03% of the 13F portfolio, value $2,127,990.

    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 11,928 shares
    Change vs previous 13F -3,297 shares

    0.04% of the 13F portfolio, value $3,769,655.

    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 15,225 shares
    Change vs previous 13F -2,314 shares

    0.05% of the 13F portfolio, value $4,539,198.

    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 17,539 shares
    Change vs previous 13F -132 shares

    0.05% of the 13F portfolio, value $4,456,311.

    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 17,671 shares
    Change vs previous 13F +887 shares

    0.05% of the 13F portfolio, value $4,591,125.

    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 16,784 shares
    Change vs previous 13F -196 shares

    0.05% of the 13F portfolio, value $3,621,931.

    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 16,980 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,176,475.

    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).