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Atria Wealth Solutions, Inc.: CRF position timeline

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

Atria Wealth Solutions, Inc. held 51,398 CRF 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 51,398 shares
    Change vs previous 13F -114,620 shares

    0.01% of the 13F portfolio, value $404,105.

    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 166,018 shares
    Change vs previous 13F -2,539 shares

    0.01% of the 13F portfolio, value $1,197,322.

    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 168,557 shares
    Change vs previous 13F +10,272 shares

    0.02% of the 13F portfolio, value $1,464,760.

    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 158,285 shares
    Change vs previous 13F -14,799 shares

    0.01% of the 13F portfolio, value $1,280,526.

    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 173,084 shares
    Change vs previous 13F +4,331 shares

    0.02% of the 13F portfolio, value $1,358,712.

    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 168,753 shares
    Change vs previous 13F +238 shares

    0.01% of the 13F portfolio, value $1,268,416.

    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 168,515 shares
    Change vs previous 13F -6,535 shares

    0.01% of the 13F portfolio, value $1,189,716.

    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 175,050 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,398,650.

    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).