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Disclosery

Atria Wealth Solutions, Inc.: CF position timeline

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

Atria Wealth Solutions, Inc. held 2,360 CF 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 2,360 shares
    Change vs previous 13F -1,040 shares

    <0.01% of the 13F portfolio, value $217,602.

    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 3,400 shares
    Change vs previous 13F -404 shares

    <0.01% of the 13F portfolio, value $265,685.

    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 3,804 shares
    Change vs previous 13F +16 shares

    <0.01% of the 13F portfolio, value $324,570.

    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 3,788 shares
    Change vs previous 13F -612 shares

    <0.01% of the 13F portfolio, value $324,977.

    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 4,400 shares
    Change vs previous 13F +126 shares

    <0.01% of the 13F portfolio, value $326,116.

    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 4,274 shares
    Change vs previous 13F -113 shares

    <0.01% of the 13F portfolio, value $355,606.

    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 4,387 shares
    Change vs previous 13F +76 shares

    <0.01% of the 13F portfolio, value $348,783.

    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 4,311 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $369,615.

    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).