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Atria Wealth Solutions, Inc.: COWZ position timeline

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

Atria Wealth Solutions, Inc. held 435,185 COWZ 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 435,185 shares
    Change vs previous 13F -570,906 shares

    0.54% of the 13F portfolio, value $24,020,449.

    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 1,006,091 shares
    Change vs previous 13F +59,520 shares

    0.66% of the 13F portfolio, value $55,093,570.

    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 946,571 shares
    Change vs previous 13F +82,670 shares

    0.59% of the 13F portfolio, value $53,618,183.

    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 863,901 shares
    Change vs previous 13F +15,542 shares

    0.54% of the 13F portfolio, value $50,106,538.

    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 848,359 shares
    Change vs previous 13F +109,858 shares

    0.51% of the 13F portfolio, value $46,301,752.

    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 738,501 shares
    Change vs previous 13F +71,207 shares

    0.48% of the 13F portfolio, value $42,914,292.

    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 667,294 shares
    Change vs previous 13F +10,936 shares

    0.44% of the 13F portfolio, value $34,770,706.

    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 656,358 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $32,444,458.

    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).