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Disclosery

Atria Wealth Solutions, Inc.: CCD position timeline

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

Atria Wealth Solutions, Inc. held 12,637 CCD 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 12,637 shares
    Change vs previous 13F +997 shares

    0.01% of the 13F portfolio, value $254,829.

    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 11,640 shares
    Change vs previous 13F -459 shares

    <0.01% of the 13F portfolio, value $247,816.

    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 12,099 shares
    Change vs previous 13F +39 shares

    <0.01% of the 13F portfolio, value $294,066.

    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 12,060 shares
    Change vs previous 13F +1,688 shares

    <0.01% of the 13F portfolio, value $306,324.

    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 10,372 shares
    Change vs previous 13F +43 shares

    <0.01% of the 13F portfolio, value $232,747.

    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 10,329 shares
    Change vs previous 13F +51 shares

    <0.01% of the 13F portfolio, value $225,166.

    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 10,278 shares
    Change vs previous 13F +65 shares

    <0.01% of the 13F portfolio, value $203,308.

    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 10,213 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $190,364.

    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).