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Disclosery

Atria Wealth Solutions, Inc.: CRM position timeline

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

Atria Wealth Solutions, Inc. held 20,770 CRM 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 20,770 shares
    Change vs previous 13F -25,070 shares

    0.13% of the 13F portfolio, value $5,668,738.

    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 45,840 shares
    Change vs previous 13F +104 shares

    0.15% of the 13F portfolio, value $12,301,799.

    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 45,736 shares
    Change vs previous 13F +818 shares

    0.17% of the 13F portfolio, value $15,297,878.

    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 44,918 shares
    Change vs previous 13F -6,776 shares

    0.13% of the 13F portfolio, value $12,306,659.

    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 51,694 shares
    Change vs previous 13F -1,827 shares

    0.15% of the 13F portfolio, value $13,290,635.

    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 53,521 shares
    Change vs previous 13F -2,153 shares

    0.18% of the 13F portfolio, value $16,133,584.

    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 55,674 shares
    Change vs previous 13F -6,067 shares

    0.18% of the 13F portfolio, value $14,650,094.

    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 61,741 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $12,519,825.

    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).