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Atria Wealth Solutions, Inc.: CTVA position timeline

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

Atria Wealth Solutions, Inc. held 27,066 CTVA 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 27,066 shares
    Change vs previous 13F -3,509 shares

    0.05% of the 13F portfolio, value $2,021,086.

    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 30,575 shares
    Change vs previous 13F -6,599 shares

    0.02% of the 13F portfolio, value $1,924,080.

    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 37,174 shares
    Change vs previous 13F +3,060 shares

    0.02% of the 13F portfolio, value $2,117,471.

    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 34,114 shares
    Change vs previous 13F -761 shares

    0.02% of the 13F portfolio, value $2,005,546.

    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 34,875 shares
    Change vs previous 13F -203 shares

    0.02% of the 13F portfolio, value $1,881,128.

    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 35,078 shares
    Change vs previous 13F -675 shares

    0.02% of the 13F portfolio, value $2,022,977.

    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 35,753 shares
    Change vs previous 13F -3,244 shares

    0.02% of the 13F portfolio, value $1,713,268.

    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 38,997 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,995,103.

    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).