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Disclosery

Atria Wealth Solutions, Inc.: CDNS position timeline

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

Atria Wealth Solutions, Inc. held 14,013 CDNS 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 14,013 shares
    Change vs previous 13F -13,288 shares

    0.1% of the 13F portfolio, value $4,318,424.

    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 27,301 shares
    Change vs previous 13F -2,770 shares

    0.08% of the 13F portfolio, value $6,943,530.

    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 30,071 shares
    Change vs previous 13F -5,314 shares

    0.1% of the 13F portfolio, value $9,035,166.

    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 35,385 shares
    Change vs previous 13F -5,082 shares

    0.1% of the 13F portfolio, value $9,590,411.

    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 40,467 shares
    Change vs previous 13F +1,384 shares

    0.14% of the 13F portfolio, value $12,453,645.

    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 39,083 shares
    Change vs previous 13F +1,203 shares

    0.14% of the 13F portfolio, value $12,165,447.

    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 37,880 shares
    Change vs previous 13F +16,526 shares

    0.13% of the 13F portfolio, value $10,317,239.

    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 21,354 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $5,003,125.

    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).