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Disclosery

Atria Wealth Solutions, Inc.: CL position timeline

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

Atria Wealth Solutions, Inc. held 11,370 CL 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 11,370 shares
    Change vs previous 13F -44,693 shares

    0.02% of the 13F portfolio, value $1,035,104.

    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 56,063 shares
    Change vs previous 13F +12,884 shares

    0.06% of the 13F portfolio, value $5,253,086.

    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 43,179 shares
    Change vs previous 13F -7,146 shares

    0.04% of the 13F portfolio, value $3,925,372.

    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 50,325 shares
    Change vs previous 13F -127 shares

    0.06% of the 13F portfolio, value $5,224,126.

    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 50,452 shares
    Change vs previous 13F +6,494 shares

    0.05% of the 13F portfolio, value $4,895,787.

    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 43,958 shares
    Change vs previous 13F +4,564 shares

    0.04% of the 13F portfolio, value $3,958,388.

    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 39,394 shares
    Change vs previous 13F +500 shares

    0.04% of the 13F portfolio, value $3,140,022.

    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 38,894 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,765,788.

    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).