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Atria Wealth Solutions, Inc.: CSQ position timeline

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

Atria Wealth Solutions, Inc. held 12,174 CSQ 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 12,174 shares
    Change vs previous 13F -28,710 shares

    0.01% of the 13F portfolio, value $222,054.

    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 40,884 shares
    Change vs previous 13F -36,200 shares

    0.01% of the 13F portfolio, value $661,504.

    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 77,084 shares
    Change vs previous 13F +46,777 shares

    0.01% of the 13F portfolio, value $1,366,447.

    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 30,307 shares
    Change vs previous 13F +775 shares

    0.01% of the 13F portfolio, value $525,829.

    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 29,532 shares
    Change vs previous 13F +14,557 shares

    0.01% of the 13F portfolio, value $497,327.

    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 14,975 shares
    Change vs previous 13F -28,592 shares

    <0.01% of the 13F portfolio, value $245,141.

    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 43,567 shares
    Change vs previous 13F +18,540 shares

    0.01% of the 13F portfolio, value $649,693.

    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 25,027 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $352,135.

    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).