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Disclosery

Atria Wealth Solutions, Inc.: CLIP position timeline

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

Atria Wealth Solutions, Inc. held 18,306 CLIP 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 18,306 shares
    Change vs previous 13F -651 shares

    0.04% of the 13F portfolio, value $1,838,255.

    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 18,957 shares
    Change vs previous 13F +9,749 shares

    0.02% of the 13F portfolio, value $1,904,042.

    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 9,208 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $921,721.

    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).