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Disclosery

Atria Wealth Solutions, Inc.: CPZ position timeline

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

Atria Wealth Solutions, Inc. held 67,367 CPZ 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 67,367 shares
    Change vs previous 13F +134 shares

    0.02% of the 13F portfolio, value $1,095,806.

    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 67,233 shares
    Change vs previous 13F +26,136 shares

    0.01% of the 13F portfolio, value $1,046,148.

    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 41,097 shares
    Change vs previous 13F +3,019 shares

    0.01% of the 13F portfolio, value $609,568.

    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 38,078 shares
    Change vs previous 13F -900 shares

    0.01% of the 13F portfolio, value $597,371.

    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 38,978 shares
    Change vs previous 13F +1,180 shares

    0.01% of the 13F portfolio, value $594,417.

    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 37,798 shares
    Change vs previous 13F -3,100 shares

    0.01% of the 13F portfolio, value $583,226.

    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 40,898 shares
    Change vs previous 13F -6,202 shares

    0.01% of the 13F portfolio, value $591,062.

    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 47,100 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $696,616.

    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).