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Atria Wealth Solutions, Inc.: CI position timeline

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

Atria Wealth Solutions, Inc. held 2,089 CI 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 2,089 shares
    Change vs previous 13F -3,087 shares

    0.02% of the 13F portfolio, value $685,376.

    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 5,176 shares
    Change vs previous 13F -2,048 shares

    0.02% of the 13F portfolio, value $1,702,934.

    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 7,224 shares
    Change vs previous 13F +1,000 shares

    0.02% of the 13F portfolio, value $1,994,996.

    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 6,224 shares
    Change vs previous 13F -618 shares

    0.02% of the 13F portfolio, value $2,156,265.

    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 6,842 shares
    Change vs previous 13F -319 shares

    0.03% of the 13F portfolio, value $2,261,905.

    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 7,161 shares
    Change vs previous 13F -1,895 shares

    0.03% of the 13F portfolio, value $2,600,789.

    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 9,056 shares
    Change vs previous 13F -2,079 shares

    0.03% of the 13F portfolio, value $2,711,650.

    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 11,135 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,185,532.

    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).