Skip to content
Disclosery

Atria Wealth Solutions, Inc.: CAH position timeline

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

Atria Wealth Solutions, Inc. held 18,352 CAH 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 18,352 shares
    Change vs previous 13F -38,376 shares

    0.07% of the 13F portfolio, value $3,081,518.

    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 56,728 shares
    Change vs previous 13F -264 shares

    0.09% of the 13F portfolio, value $7,815,392.

    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 56,992 shares
    Change vs previous 13F +9,837 shares

    0.07% of the 13F portfolio, value $6,740,441.

    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 47,155 shares
    Change vs previous 13F +2,105 shares

    0.06% of the 13F portfolio, value $5,211,595.

    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 45,050 shares
    Change vs previous 13F +279 shares

    0.05% of the 13F portfolio, value $4,429,338.

    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 44,771 shares
    Change vs previous 13F +2,740 shares

    0.06% of the 13F portfolio, value $5,030,773.

    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 42,031 shares
    Change vs previous 13F +7,298 shares

    0.05% of the 13F portfolio, value $4,255,009.

    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 34,733 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,015,519.

    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).