Skip to content
Disclosery

Atria Wealth Solutions, Inc.: CASY position timeline

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

Atria Wealth Solutions, Inc. held 3,255 CASY 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 3,255 shares
    Change vs previous 13F -6,478 shares

    0.04% of the 13F portfolio, value $1,660,938.

    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 9,733 shares
    Change vs previous 13F +930 shares

    0.05% of the 13F portfolio, value $4,224,546.

    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 8,803 shares
    Change vs previous 13F +276 shares

    0.04% of the 13F portfolio, value $3,488,024.

    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 8,527 shares
    Change vs previous 13F +5,440 shares

    0.03% of the 13F portfolio, value $3,203,686.

    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 3,087 shares
    Change vs previous 13F +688 shares

    0.01% of the 13F portfolio, value $1,177,883.

    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 2,399 shares
    Change vs previous 13F +31 shares

    0.01% of the 13F portfolio, value $763,962.

    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 2,368 shares
    Change vs previous 13F +783 shares

    0.01% of the 13F portfolio, value $650,584.

    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 1,585 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $430,359.

    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).