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Atria Wealth Solutions, Inc.: CALF position timeline

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

Atria Wealth Solutions, Inc. held 163,339 CALF 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 163,339 shares
    Change vs previous 13F -223,179 shares

    0.15% of the 13F portfolio, value $6,531,104.

    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 386,518 shares
    Change vs previous 13F -18,190 shares

    0.17% of the 13F portfolio, value $14,494,402.

    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 404,708 shares
    Change vs previous 13F -10,604 shares

    0.2% of the 13F portfolio, value $17,855,771.

    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 415,312 shares
    Change vs previous 13F -13,906 shares

    0.21% of the 13F portfolio, value $19,367,730.

    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 429,218 shares
    Change vs previous 13F +57,349 shares

    0.21% of the 13F portfolio, value $18,721,203.

    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 371,869 shares
    Change vs previous 13F +141,854 shares

    0.21% of the 13F portfolio, value $18,281,104.

    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 230,015 shares
    Change vs previous 13F +96,131 shares

    0.14% of the 13F portfolio, value $11,069,887.

    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 133,884 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $5,582,961.

    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).