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Disclosery

Atria Wealth Solutions, Inc.: CG position timeline

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

Atria Wealth Solutions, Inc. held 0 CG shares at 2024-12-31 per its 13F-HR filed 2025-01-31.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -8,887 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-09-30
    13F 8,887 shares
    Change vs previous 13F -4,992 shares

    <0.01% of the 13F portfolio, value $382,656.

    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).

  3. period ended2024-06-30
    13F 13,879 shares
    Change vs previous 13F -712 shares

    0.01% of the 13F portfolio, value $557,242.

    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).

  4. period ended2024-03-31
    13F 14,591 shares
    Change vs previous 13F -3,794 shares

    0.01% of the 13F portfolio, value $684,483.

    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).

  5. period ended2023-12-31
    13F 18,385 shares
    Change vs previous 13F +810 shares

    0.01% of the 13F portfolio, value $748,066.

    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).

  6. period ended2023-09-30
    13F 17,575 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $530,066.

    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).