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Disclosery

Atria Wealth Solutions, Inc.: COR position timeline

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

Atria Wealth Solutions, Inc. held 5,934 COR 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 5,934 shares
    Change vs previous 13F -2,293 shares

    0.04% of the 13F portfolio, value $1,778,985.

    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 8,227 shares
    Change vs previous 13F -1,394 shares

    0.03% of the 13F portfolio, value $2,287,884.

    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 9,621 shares
    Change vs previous 13F +2,303 shares

    0.02% of the 13F portfolio, value $2,161,727.

    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 7,318 shares
    Change vs previous 13F -631 shares

    0.02% of the 13F portfolio, value $1,647,007.

    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 7,949 shares
    Change vs previous 13F -314 shares

    0.02% of the 13F portfolio, value $1,791,089.

    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 8,263 shares
    Change vs previous 13F +2,488 shares

    0.02% of the 13F portfolio, value $2,007,735.

    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 5,775 shares
    Change vs previous 13F +723 shares

    0.01% of the 13F portfolio, value $1,186,275.

    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 5,052 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $909,175.

    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).