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Disclosery

Atria Wealth Solutions, Inc.: CHI position timeline

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

Atria Wealth Solutions, Inc. held 14,194 CHI 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 14,194 shares
    Change vs previous 13F -17,879 shares

    <0.01% of the 13F portfolio, value $149,317.

    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 32,073 shares
    Change vs previous 13F -356 shares

    <0.01% of the 13F portfolio, value $307,574.

    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 32,429 shares
    Change vs previous 13F -65 shares

    <0.01% of the 13F portfolio, value $387,200.

    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 32,494 shares
    Change vs previous 13F +94 shares

    <0.01% of the 13F portfolio, value $378,222.

    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 32,400 shares
    Change vs previous 13F +1,497 shares

    <0.01% of the 13F portfolio, value $377,129.

    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 30,903 shares
    Change vs previous 13F -4,723 shares

    <0.01% of the 13F portfolio, value $350,750.

    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 35,626 shares
    Change vs previous 13F +1,530 shares

    <0.01% of the 13F portfolio, value $369,104.

    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 34,096 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $359,371.

    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).