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Disclosery

Atria Wealth Solutions, Inc.: CAT position timeline

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

Atria Wealth Solutions, Inc. held 14,695 CAT 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 14,695 shares
    Change vs previous 13F -12,216 shares

    0.13% of the 13F portfolio, value $5,742,134.

    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 26,911 shares
    Change vs previous 13F -6,743 shares

    0.11% of the 13F portfolio, value $8,874,910.

    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 33,654 shares
    Change vs previous 13F -1,467 shares

    0.13% of the 13F portfolio, value $12,208,226.

    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 35,121 shares
    Change vs previous 13F -2,920 shares

    0.15% of the 13F portfolio, value $13,736,613.

    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 38,041 shares
    Change vs previous 13F -5,126 shares

    0.14% of the 13F portfolio, value $12,671,612.

    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 43,167 shares
    Change vs previous 13F +4,452 shares

    0.18% of the 13F portfolio, value $15,817,810.

    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 38,715 shares
    Change vs previous 13F -767 shares

    0.14% of the 13F portfolio, value $11,446,592.

    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 39,482 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $10,778,673.

    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).