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Atria Wealth Solutions, Inc.: CMF position timeline

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

Atria Wealth Solutions, Inc. held 3,950 CMF 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 3,950 shares
    Change vs previous 13F -2,326 shares

    <0.01% of the 13F portfolio, value $219,581.

    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 6,276 shares
    Change vs previous 13F -5,745 shares

    <0.01% of the 13F portfolio, value $353,229.

    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 12,021 shares
    Change vs previous 13F +468 shares

    0.01% of the 13F portfolio, value $688,571.

    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 11,553 shares
    Change vs previous 13F +6,304 shares

    0.01% of the 13F portfolio, value $671,362.

    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 5,249 shares
    Change vs previous 13F +36 shares

    <0.01% of the 13F portfolio, value $298,575.

    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 5,213 shares
    Change vs previous 13F +23 shares

    <0.01% of the 13F portfolio, value $299,928.

    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 5,190 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $300,689.

    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).