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Atria Wealth Solutions, Inc.: CSCO position timeline

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

Atria Wealth Solutions, Inc. held 81,810 CSCO 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 81,810 shares
    Change vs previous 13F -109,567 shares

    0.13% of the 13F portfolio, value $5,675,773.

    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 191,377 shares
    Change vs previous 13F +13,004 shares

    0.14% of the 13F portfolio, value $11,809,880.

    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 178,373 shares
    Change vs previous 13F +14,102 shares

    0.12% of the 13F portfolio, value $10,559,675.

    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 164,271 shares
    Change vs previous 13F -23,682 shares

    0.1% of the 13F portfolio, value $8,742,495.

    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 187,953 shares
    Change vs previous 13F -19,704 shares

    0.1% of the 13F portfolio, value $8,929,628.

    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 207,657 shares
    Change vs previous 13F -5,805 shares

    0.12% of the 13F portfolio, value $10,364,193.

    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 213,462 shares
    Change vs previous 13F -5,564 shares

    0.14% of the 13F portfolio, value $10,784,153.

    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 219,026 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $11,774,810.

    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).