Skip to content
Disclosery

Atria Wealth Solutions, Inc.: CMI position timeline

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

Atria Wealth Solutions, Inc. held 4,185 CMI 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 4,185 shares
    Change vs previous 13F -4,663 shares

    0.03% of the 13F portfolio, value $1,370,588.

    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 8,848 shares
    Change vs previous 13F -1,041 shares

    0.03% of the 13F portfolio, value $2,773,213.

    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 9,889 shares
    Change vs previous 13F +70 shares

    0.04% of the 13F portfolio, value $3,447,247.

    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 9,819 shares
    Change vs previous 13F +251 shares

    0.03% of the 13F portfolio, value $3,179,177.

    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 9,568 shares
    Change vs previous 13F -2,108 shares

    0.03% of the 13F portfolio, value $2,649,731.

    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 11,676 shares
    Change vs previous 13F -336 shares

    0.04% of the 13F portfolio, value $3,440,249.

    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 12,012 shares
    Change vs previous 13F +492 shares

    0.04% of the 13F portfolio, value $2,877,826.

    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 11,520 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,631,963.

    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).