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Atria Wealth Solutions, Inc.: CTAS position timeline

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

Atria Wealth Solutions, Inc. held 9,610 CTAS 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 9,610 shares
    Change vs previous 13F -8,636 shares

    0.05% of the 13F portfolio, value $2,141,642.

    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 18,246 shares
    Change vs previous 13F -2,429 shares

    0.05% of the 13F portfolio, value $3,750,236.

    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 20,675 shares
    Change vs previous 13F -16,677 shares

    0.04% of the 13F portfolio, value $3,777,471.

    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 37,352 shares
    Change vs previous 13F +33,282 shares

    0.08% of the 13F portfolio, value $7,690,006.

    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 4,070 shares
    Change vs previous 13F -369 shares

    0.03% of the 13F portfolio, value $2,850,386.

    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 4,439 shares
    Change vs previous 13F +216 shares

    0.03% of the 13F portfolio, value $3,049,640.

    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 4,223 shares
    Change vs previous 13F +982 shares

    0.03% of the 13F portfolio, value $2,544,825.

    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 3,241 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,558,953.

    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).