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Disclosery

Atria Wealth Solutions, Inc.: CGGR position timeline

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

Atria Wealth Solutions, Inc. held 568,085 CGGR 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 568,085 shares
    Change vs previous 13F -197,270 shares

    0.52% of the 13F portfolio, value $23,174,580.

    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 765,355 shares
    Change vs previous 13F +128,802 shares

    0.32% of the 13F portfolio, value $26,213,418.

    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 636,553 shares
    Change vs previous 13F -101,903 shares

    0.26% of the 13F portfolio, value $23,660,670.

    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 738,456 shares
    Change vs previous 13F +177,989 shares

    0.28% of the 13F portfolio, value $25,690,888.

    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 560,467 shares
    Change vs previous 13F +59,348 shares

    0.2% of the 13F portfolio, value $18,438,745.

    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 501,119 shares
    Change vs previous 13F +36,813 shares

    0.18% of the 13F portfolio, value $16,030,784.

    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 464,306 shares
    Change vs previous 13F +190,734 shares

    0.16% of the 13F portfolio, value $13,109,525.

    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 273,572 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $6,702,502.

    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).