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Atria Wealth Solutions, Inc.: CRWD position timeline

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

Atria Wealth Solutions, Inc. held 14,580 CRWD 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 14,580 shares
    Change vs previous 13F -17,543 shares

    0.17% of the 13F portfolio, value $7,450,193.

    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 32,123 shares
    Change vs previous 13F -1,678 shares

    0.14% of the 13F portfolio, value $11,325,811.

    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 33,801 shares
    Change vs previous 13F +4,378 shares

    0.13% of the 13F portfolio, value $11,565,405.

    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 29,423 shares
    Change vs previous 13F -7,887 shares

    0.09% of the 13F portfolio, value $8,252,230.

    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 37,310 shares
    Change vs previous 13F +1,956 shares

    0.16% of the 13F portfolio, value $14,296,782.

    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 35,354 shares
    Change vs previous 13F -16,105 shares

    0.13% of the 13F portfolio, value $11,334,211.

    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 51,459 shares
    Change vs previous 13F +19,186 shares

    0.17% of the 13F portfolio, value $13,138,551.

    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 32,273 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $5,401,784.

    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).