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Atria Wealth Solutions, Inc.: PYLD position timeline

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

Atria Wealth Solutions, Inc. held 27,716 PYLD 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 27,716 shares
    Change vs previous 13F -562,586 shares

    0.02% of the 13F portfolio, value $735,583.

    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 590,302 shares
    Change vs previous 13F +377,238 shares

    0.19% of the 13F portfolio, value $15,554,458.

    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 213,064 shares
    Change vs previous 13F +158,032 shares

    0.06% of the 13F portfolio, value $5,526,548.

    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 55,032 shares
    Change vs previous 13F +2,257 shares

    0.02% of the 13F portfolio, value $1,466,599.

    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 52,775 shares
    Change vs previous 13F +2,695 shares

    0.01% of the 13F portfolio, value $1,353,161.

    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 50,080 shares
    Change vs previous 13F +32,934 shares

    0.01% of the 13F portfolio, value $1,290,062.

    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 17,146 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $440,050.

    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).