Atria Wealth Solutions, Inc.

SEC CIK: 0001927543
Latest filing: Jul 25, 2025

SEC filings (opens in a new tab)

PZC holding history

PIMCO California Municipal Income Fund III 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.

PZC overview All 13F holders of PZC Full Q2 2025 holdings

Shares (Q1 2023): 0; Sold out in Q1 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q3 2022

Holdings of PZC by Atria Wealth Solutions, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2023	0	$0	0.0%	−96,943−100.0%	Sold out	Holders
Q4 2022	96,943	$808.4K	<0.1%	00.0%	Unchanged	Holders
Q3 2022	96,943	$710.4K	<0.1%	+96,943	New	Holders