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Atria Wealth Solutions, Inc.: CARR position timeline

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

Atria Wealth Solutions, Inc. held 8,594 CARR 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 8,594 shares
    Change vs previous 13F -19,497 shares

    0.01% of the 13F portfolio, value $632,918.

    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 28,091 shares
    Change vs previous 13F -5,632 shares

    0.02% of the 13F portfolio, value $1,781,024.

    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 33,723 shares
    Change vs previous 13F +3,477 shares

    0.03% of the 13F portfolio, value $2,303,569.

    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 30,246 shares
    Change vs previous 13F -1,492 shares

    0.03% of the 13F portfolio, value $2,434,502.

    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 31,738 shares
    Change vs previous 13F -2,333 shares

    0.02% of the 13F portfolio, value $2,003,612.

    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 34,071 shares
    Change vs previous 13F -803 shares

    0.02% of the 13F portfolio, value $1,980,563.

    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 34,874 shares
    Change vs previous 13F -932 shares

    0.03% of the 13F portfolio, value $2,005,373.

    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 35,806 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,976,447.

    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).