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Disclosery

Atria Wealth Solutions, Inc.: COP position timeline

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

Atria Wealth Solutions, Inc. held 22,435 COP 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 22,435 shares
    Change vs previous 13F -22,627 shares

    0.05% of the 13F portfolio, value $2,025,629.

    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 45,062 shares
    Change vs previous 13F -17,726 shares

    0.06% of the 13F portfolio, value $4,732,400.

    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 62,788 shares
    Change vs previous 13F -9,685 shares

    0.07% of the 13F portfolio, value $6,226,630.

    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 72,473 shares
    Change vs previous 13F +877 shares

    0.08% of the 13F portfolio, value $7,629,934.

    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 71,596 shares
    Change vs previous 13F +8,006 shares

    0.09% of the 13F portfolio, value $8,189,151.

    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 63,590 shares
    Change vs previous 13F +2,680 shares

    0.09% of the 13F portfolio, value $8,093,687.

    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 60,910 shares
    Change vs previous 13F +3,240 shares

    0.09% of the 13F portfolio, value $7,069,765.

    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 57,670 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $6,914,333.

    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).