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Disclosery

Atria Wealth Solutions, Inc.: CNI position timeline

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

Atria Wealth Solutions, Inc. held 2,059 CNI 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 2,059 shares
    Change vs previous 13F -3,121 shares

    <0.01% of the 13F portfolio, value $215,563.

    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 5,180 shares
    Change vs previous 13F -2,967 shares

    0.01% of the 13F portfolio, value $506,641.

    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 8,147 shares
    Change vs previous 13F -4,111 shares

    0.01% of the 13F portfolio, value $827,076.

    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 12,258 shares
    Change vs previous 13F -387 shares

    0.02% of the 13F portfolio, value $1,437,639.

    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 12,645 shares
    Change vs previous 13F -822 shares

    0.02% of the 13F portfolio, value $1,498,315.

    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 13,467 shares
    Change vs previous 13F +892 shares

    0.02% of the 13F portfolio, value $1,776,290.

    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 12,575 shares
    Change vs previous 13F -38 shares

    0.02% of the 13F portfolio, value $1,581,543.

    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 12,613 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,370,051.

    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).