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Disclosery

Atria Wealth Solutions, Inc.: COST position timeline

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

Atria Wealth Solutions, Inc. held 10,453 COST 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 10,453 shares
    Change vs previous 13F -34,388 shares

    0.23% of the 13F portfolio, value $10,340,426.

    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 44,841 shares
    Change vs previous 13F -5,921 shares

    0.51% of the 13F portfolio, value $42,409,501.

    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 50,762 shares
    Change vs previous 13F -4,363 shares

    0.51% of the 13F portfolio, value $46,511,508.

    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 55,125 shares
    Change vs previous 13F -2,294 shares

    0.53% of the 13F portfolio, value $48,868,414.

    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 57,419 shares
    Change vs previous 13F -3,198 shares

    0.54% of the 13F portfolio, value $48,806,232.

    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 60,617 shares
    Change vs previous 13F +3,143 shares

    0.5% of the 13F portfolio, value $44,409,406.

    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 57,474 shares
    Change vs previous 13F +1,629 shares

    0.48% of the 13F portfolio, value $38,185,220.

    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 55,845 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $31,550,145.

    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).