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Atria Wealth Solutions, Inc.: CGMS position timeline

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

Atria Wealth Solutions, Inc. held 354,998 CGMS 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 354,998 shares
    Change vs previous 13F -179,956 shares

    0.22% of the 13F portfolio, value $9,805,802.

    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 534,954 shares
    Change vs previous 13F +16,484 shares

    0.18% of the 13F portfolio, value $14,666,224.

    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 518,470 shares
    Change vs previous 13F +101,945 shares

    0.16% of the 13F portfolio, value $14,143,848.

    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 416,525 shares
    Change vs previous 13F +184,753 shares

    0.13% of the 13F portfolio, value $11,598,509.

    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 231,772 shares
    Change vs previous 13F +3,454 shares

    0.07% of the 13F portfolio, value $6,261,045.

    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 228,318 shares
    Change vs previous 13F +48,221 shares

    0.07% of the 13F portfolio, value $6,197,294.

    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 180,097 shares
    Change vs previous 13F +171,788 shares

    0.06% of the 13F portfolio, value $4,889,487.

    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 8,309 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $212,463.

    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).