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Atria Wealth Solutions, Inc.: CIBR position timeline

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

Atria Wealth Solutions, Inc. held 44,216 CIBR 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 44,216 shares
    Change vs previous 13F -28,073 shares

    0.08% of the 13F portfolio, value $3,344,606.

    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 72,289 shares
    Change vs previous 13F -10,881 shares

    0.05% of the 13F portfolio, value $4,554,196.

    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 83,170 shares
    Change vs previous 13F +19,314 shares

    0.06% of the 13F portfolio, value $5,277,169.

    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 63,856 shares
    Change vs previous 13F +612 shares

    0.04% of the 13F portfolio, value $3,782,216.

    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 63,244 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $3,568,639.

    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 63,244 shares
    Change vs previous 13F +7,985 shares

    0.04% of the 13F portfolio, value $3,566,343.

    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 55,259 shares
    Change vs previous 13F +5,817 shares

    0.04% of the 13F portfolio, value $2,975,149.

    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 49,442 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,246,177.

    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).