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Atria Wealth Solutions, Inc.: CEG position timeline

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

Atria Wealth Solutions, Inc. held 14,677 CEG 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 14,677 shares
    Change vs previous 13F +4,875 shares

    0.11% of the 13F portfolio, value $4,697,123.

    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 9,802 shares
    Change vs previous 13F -1,174 shares

    0.02% of the 13F portfolio, value $1,976,573.

    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 10,976 shares
    Change vs previous 13F +3,163 shares

    0.03% of the 13F portfolio, value $2,455,582.

    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 7,813 shares
    Change vs previous 13F -10,472 shares

    0.02% of the 13F portfolio, value $2,031,570.

    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 18,285 shares
    Change vs previous 13F -1,031 shares

    0.04% of the 13F portfolio, value $3,661,824.

    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 19,316 shares
    Change vs previous 13F +15,343 shares

    0.04% of the 13F portfolio, value $3,570,771.

    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 3,973 shares
    Change vs previous 13F +1,723 shares

    0.01% of the 13F portfolio, value $464,438.

    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 2,250 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $245,482.

    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).