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Atria Wealth Solutions, Inc.: CGUS position timeline

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

Atria Wealth Solutions, Inc. held 288,796 CGUS 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 288,796 shares
    Change vs previous 13F -71,151 shares

    0.24% of the 13F portfolio, value $10,702,738.

    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 359,947 shares
    Change vs previous 13F +13,352 shares

    0.15% of the 13F portfolio, value $12,050,362.

    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 346,595 shares
    Change vs previous 13F +19,180 shares

    0.13% of the 13F portfolio, value $12,120,423.

    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 327,415 shares
    Change vs previous 13F +40,569 shares

    0.12% of the 13F portfolio, value $11,248,984.

    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 286,846 shares
    Change vs previous 13F +32,596 shares

    0.1% of the 13F portfolio, value $9,270,330.

    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 254,250 shares
    Change vs previous 13F +38,900 shares

    0.09% of the 13F portfolio, value $7,939,919.

    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 215,350 shares
    Change vs previous 13F +67,012 shares

    0.08% of the 13F portfolio, value $6,106,460.

    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 148,338 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,731,130.

    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).