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Atria Wealth Solutions, Inc.: CMCSA position timeline

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

Atria Wealth Solutions, Inc. held 95,926 CMCSA 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 95,926 shares
    Change vs previous 13F -64,636 shares

    0.08% of the 13F portfolio, value $3,424,668.

    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 160,562 shares
    Change vs previous 13F -19,747 shares

    0.07% of the 13F portfolio, value $5,924,752.

    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 180,309 shares
    Change vs previous 13F +9,390 shares

    0.07% of the 13F portfolio, value $6,766,997.

    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 170,919 shares
    Change vs previous 13F -20,193 shares

    0.08% of the 13F portfolio, value $7,139,299.

    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 191,112 shares
    Change vs previous 13F -9,915 shares

    0.08% of the 13F portfolio, value $7,483,995.

    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 201,027 shares
    Change vs previous 13F -2,140 shares

    0.1% of the 13F portfolio, value $8,714,534.

    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 203,167 shares
    Change vs previous 13F +11,632 shares

    0.11% of the 13F portfolio, value $8,908,871.

    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 191,535 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $8,492,624.

    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).