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Atria Wealth Solutions, Inc.: CGDV position timeline

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

Atria Wealth Solutions, Inc. held 877,929 CGDV 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 877,929 shares
    Change vs previous 13F -179,572 shares

    0.79% of the 13F portfolio, value $34,928,910.

    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 1,057,501 shares
    Change vs previous 13F +202,907 shares

    0.46% of the 13F portfolio, value $37,774,836.

    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 854,594 shares
    Change vs previous 13F -40,341 shares

    0.33% of the 13F portfolio, value $30,132,955.

    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 894,935 shares
    Change vs previous 13F +94,242 shares

    0.36% of the 13F portfolio, value $32,715,213.

    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 800,693 shares
    Change vs previous 13F +140,679 shares

    0.29% of the 13F portfolio, value $26,501,524.

    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 660,014 shares
    Change vs previous 13F +47,932 shares

    0.24% of the 13F portfolio, value $21,505,829.

    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 612,082 shares
    Change vs previous 13F +346,263 shares

    0.23% of the 13F portfolio, value $18,343,644.

    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 265,819 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $7,050,005.

    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).