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Atria Wealth Solutions, Inc.: CGMU position timeline

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

Atria Wealth Solutions, Inc. held 192,286 CGMU 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 192,286 shares
    Change vs previous 13F -64,810 shares

    0.12% of the 13F portfolio, value $5,135,024.

    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 257,096 shares
    Change vs previous 13F +33,471 shares

    0.08% of the 13F portfolio, value $6,910,151.

    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 223,625 shares
    Change vs previous 13F +32,904 shares

    0.07% of the 13F portfolio, value $6,019,971.

    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 190,721 shares
    Change vs previous 13F +139,569 shares

    0.06% of the 13F portfolio, value $5,237,999.

    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 51,152 shares
    Change vs previous 13F +6,146 shares

    0.02% of the 13F portfolio, value $1,374,273.

    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 45,006 shares
    Change vs previous 13F +17,952 shares

    0.01% of the 13F portfolio, value $1,216,369.

    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 27,054 shares
    Change vs previous 13F +2,194 shares

    0.01% of the 13F portfolio, value $732,667.

    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 24,860 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $638,905.

    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).