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Atria Wealth Solutions, Inc.: CGCP position timeline

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

Atria Wealth Solutions, Inc. held 292,485 CGCP 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 292,485 shares
    Change vs previous 13F -63,528 shares

    0.15% of the 13F portfolio, value $6,571,193.

    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 356,013 shares
    Change vs previous 13F +144,128 shares

    0.1% of the 13F portfolio, value $8,003,314.

    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 211,885 shares
    Change vs previous 13F +50,925 shares

    0.05% of the 13F portfolio, value $4,703,849.

    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 160,960 shares
    Change vs previous 13F +38,280 shares

    0.04% of the 13F portfolio, value $3,722,503.

    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 122,680 shares
    Change vs previous 13F -36,146 shares

    0.03% of the 13F portfolio, value $2,728,428.

    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 158,826 shares
    Change vs previous 13F +1,109 shares

    0.04% of the 13F portfolio, value $3,569,309.

    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 157,717 shares
    Change vs previous 13F +37,289 shares

    0.05% of the 13F portfolio, value $3,580,108.

    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 120,428 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,589,342.

    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).