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Atria Wealth Solutions, Inc.: CCI position timeline

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

Atria Wealth Solutions, Inc. held 9,265 CCI 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 9,265 shares
    Change vs previous 13F -7,761 shares

    0.02% of the 13F portfolio, value $951,765.

    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 17,026 shares
    Change vs previous 13F -4,421 shares

    0.02% of the 13F portfolio, value $1,774,679.

    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 21,447 shares
    Change vs previous 13F -10,682 shares

    0.02% of the 13F portfolio, value $1,946,582.

    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 32,129 shares
    Change vs previous 13F -1,390 shares

    0.04% of the 13F portfolio, value $3,811,534.

    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 33,519 shares
    Change vs previous 13F +3,018 shares

    0.04% of the 13F portfolio, value $3,274,880.

    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 30,501 shares
    Change vs previous 13F -3,276 shares

    0.04% of the 13F portfolio, value $3,228,008.

    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 33,777 shares
    Change vs previous 13F +3,260 shares

    0.05% of the 13F portfolio, value $3,890,769.

    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 30,517 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,808,433.

    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).