Atria Wealth Solutions, Inc.: CGBL position timeline

Atria Wealth Solutions, Inc. held 60,108 CGBL 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 60,108 shares

   Change vs previous 13F -87,519 shares

   0.05% of the 13F portfolio, value $2,020,113.

   13F-HR 0001420506-25-001582 filed by Atria Wealth Solutions, Inc.
   Filed 2025-07-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2025-03-31

   13F 147,627 shares

   Change vs previous 13F +56,284 shares

   0.06% of the 13F portfolio, value $4,591,623.

   13F-HR 0001420506-25-000956 filed by Atria Wealth Solutions, Inc.
   Filed 2025-05-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2024-12-31

   13F 91,343 shares

   Change vs previous 13F +25,952 shares

   0.03% of the 13F portfolio, value $2,856,295.

   13F-HR 0001420506-25-000086 filed by Atria Wealth Solutions, Inc.
   Filed 2025-01-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-09-30

   13F 65,391 shares

   Change vs previous 13F +51,511 shares

   0.02% of the 13F portfolio, value $2,039,656.

   13F-HR 0001420506-24-002255 filed by Atria Wealth Solutions, Inc.
   Filed 2024-11-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-06-30

   13F 13,880 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $414,532.

   13F-HR 0001420506-24-001135 filed by Atria Wealth Solutions, Inc.
   Filed 2024-07-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).