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Atria Wealth Solutions, Inc.

SEC CIK
0001927543
Latest filing
Jul 25, 2025

PII holding history

Polaris Inc. in every 13F filed by Atria Wealth Solutions, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PII overviewAll 13F holders of PIIFull Q2 2025 holdings

Shares (Q2 2024)
0
Sold out in Q2 2024
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q1 2022
Holdings of PII by Atria Wealth Solutions, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20240$00.0%−2,072−100.0%Sold outHolders
Q1 20242,072$207.5K<0.1%+2,072NewHolders
Q4 20230$00.0%−2,152−100.0%Sold outHolders
Q3 20232,152$224.1K<0.1%−331−13.3%ReducedHolders
Q2 20232,483$300.3K<0.1%−29−1.2%ReducedHolders
Q1 20232,512$277.9K<0.1%−21−0.8%ReducedHolders
Q4 20222,533$255.8K<0.1%+99+4.1%AddedHolders
Q3 20222,434$232.8K<0.1%+2,434NewHolders
Q2 20220$00.0%−5,955−100.0%Sold outHolders
Q1 20225,955$627.0K<0.1%–No prior filingHolders