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Disclosery

Atria Wealth Solutions, Inc.: CAG position timeline

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

Atria Wealth Solutions, Inc. held 15,816 CAG 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 15,816 shares
    Change vs previous 13F -8,106 shares

    0.01% of the 13F portfolio, value $323,761.

    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 23,922 shares
    Change vs previous 13F -1,618 shares

    0.01% of the 13F portfolio, value $637,994.

    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 25,540 shares
    Change vs previous 13F +5,721 shares

    0.01% of the 13F portfolio, value $708,729.

    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 19,819 shares
    Change vs previous 13F -8,713 shares

    0.01% of the 13F portfolio, value $644,506.

    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 28,532 shares
    Change vs previous 13F +513 shares

    0.01% of the 13F portfolio, value $810,876.

    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 28,019 shares
    Change vs previous 13F +6,976 shares

    0.01% of the 13F portfolio, value $830,487.

    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 21,043 shares
    Change vs previous 13F -3,925 shares

    0.01% of the 13F portfolio, value $603,095.

    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 24,968 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $684,607.

    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).