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Atria Wealth Solutions, Inc.: CGGO position timeline

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

Atria Wealth Solutions, Inc. held 68,714 CGGO 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 68,714 shares
    Change vs previous 13F -98,064 shares

    0.05% of the 13F portfolio, value $2,216,500.

    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 166,778 shares
    Change vs previous 13F +21,089 shares

    0.06% of the 13F portfolio, value $4,724,839.

    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 145,689 shares
    Change vs previous 13F +35,301 shares

    0.05% of the 13F portfolio, value $4,257,050.

    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 110,388 shares
    Change vs previous 13F +59,662 shares

    0.04% of the 13F portfolio, value $3,328,193.

    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 50,726 shares
    Change vs previous 13F +33,126 shares

    0.02% of the 13F portfolio, value $1,499,534.

    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 17,600 shares
    Change vs previous 13F -2,997 shares

    0.01% of the 13F portfolio, value $506,880.

    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 20,597 shares
    Change vs previous 13F -146,374 shares

    0.01% of the 13F portfolio, value $531,100.

    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 166,971 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,826,980.

    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).