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Atria Wealth Solutions, Inc.: CMG position timeline

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

Atria Wealth Solutions, Inc. held 18,086 CMG 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 18,086 shares
    Change vs previous 13F -34,868 shares

    0.02% of the 13F portfolio, value $1,017,295.

    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 52,954 shares
    Change vs previous 13F -1,409 shares

    0.03% of the 13F portfolio, value $2,658,820.

    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 54,363 shares
    Change vs previous 13F -33,939 shares

    0.04% of the 13F portfolio, value $3,278,076.

    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 88,302 shares
    Change vs previous 13F -1,606 shares

    0.06% of the 13F portfolio, value $5,087,949.

    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 89,908 shares
    Change vs previous 13F +88,035 shares

    0.06% of the 13F portfolio, value $5,632,765.

    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 1,873 shares
    Change vs previous 13F +62 shares

    0.06% of the 13F portfolio, value $5,443,131.

    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 1,811 shares
    Change vs previous 13F -67 shares

    0.05% of the 13F portfolio, value $4,140,857.

    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 1,878 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,440,176.

    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).