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Disclosery

Atria Wealth Solutions, Inc.: CNC position timeline

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

Atria Wealth Solutions, Inc. held 6,325 CNC 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 6,325 shares
    Change vs previous 13F +263 shares

    0.01% of the 13F portfolio, value $343,321.

    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 6,062 shares
    Change vs previous 13F -3,648 shares

    <0.01% of the 13F portfolio, value $368,024.

    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 9,710 shares
    Change vs previous 13F +1,842 shares

    0.01% of the 13F portfolio, value $588,232.

    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 7,868 shares
    Change vs previous 13F +3,284 shares

    0.01% of the 13F portfolio, value $592,303.

    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 4,584 shares
    Change vs previous 13F +398 shares

    <0.01% of the 13F portfolio, value $303,919.

    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 4,186 shares
    Change vs previous 13F +743 shares

    <0.01% of the 13F portfolio, value $328,517.

    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 3,443 shares
    Change vs previous 13F +261 shares

    <0.01% of the 13F portfolio, value $255,505.

    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 3,182 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $219,176.

    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).