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Atria Wealth Solutions, Inc.: CGCV position timeline

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

Atria Wealth Solutions, Inc. held 255,585 CGCV 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 255,585 shares
    Change vs previous 13F +17,420 shares

    0.17% of the 13F portfolio, value $7,337,638.

    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 238,165 shares
    Change vs previous 13F +214,647 shares

    0.08% of the 13F portfolio, value $6,481,830.

    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 23,518 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $624,168.

    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 23,518 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $642,905.

    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).