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Atria Wealth Solutions, Inc.: CSX position timeline

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

Atria Wealth Solutions, Inc. held 24,130 CSX 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 24,130 shares
    Change vs previous 13F -24,468 shares

    0.02% of the 13F portfolio, value $790,361.

    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 48,598 shares
    Change vs previous 13F -27,081 shares

    0.02% of the 13F portfolio, value $1,430,257.

    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 75,679 shares
    Change vs previous 13F +16,551 shares

    0.03% of the 13F portfolio, value $2,442,163.

    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 59,128 shares
    Change vs previous 13F -6,824 shares

    0.02% of the 13F portfolio, value $2,041,679.

    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 65,952 shares
    Change vs previous 13F -27,993 shares

    0.02% of the 13F portfolio, value $2,206,088.

    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 93,945 shares
    Change vs previous 13F +6,828 shares

    0.04% of the 13F portfolio, value $3,482,536.

    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 87,117 shares
    Change vs previous 13F +1,341 shares

    0.04% of the 13F portfolio, value $3,020,336.

    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 85,776 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,637,592.

    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).