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Disclosery

Atria Wealth Solutions, Inc.: CLM position timeline

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

Atria Wealth Solutions, Inc. held 32,531 CLM 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 32,531 shares
    Change vs previous 13F -171,245 shares

    0.01% of the 13F portfolio, value $268,215.

    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 203,776 shares
    Change vs previous 13F -4,939 shares

    0.02% of the 13F portfolio, value $1,517,893.

    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 208,715 shares
    Change vs previous 13F -543 shares

    0.02% of the 13F portfolio, value $1,792,862.

    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 209,258 shares
    Change vs previous 13F -20,591 shares

    0.02% of the 13F portfolio, value $1,607,101.

    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 229,849 shares
    Change vs previous 13F +3,450 shares

    0.02% of the 13F portfolio, value $1,769,839.

    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 226,399 shares
    Change vs previous 13F +8,993 shares

    0.02% of the 13F portfolio, value $1,703,320.

    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 217,406 shares
    Change vs previous 13F -10,258 shares

    0.02% of the 13F portfolio, value $1,563,186.

    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 227,664 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,832,794.

    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).