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Disclosery

Atria Wealth Solutions, Inc.: CVS position timeline

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

Atria Wealth Solutions, Inc. held 25,384 CVS 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 25,384 shares
    Change vs previous 13F -29,858 shares

    0.04% of the 13F portfolio, value $1,748,081.

    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 55,242 shares
    Change vs previous 13F -6,918 shares

    0.05% of the 13F portfolio, value $3,742,632.

    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 62,160 shares
    Change vs previous 13F +23,849 shares

    0.03% of the 13F portfolio, value $2,790,352.

    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 38,311 shares
    Change vs previous 13F -14,425 shares

    0.03% of the 13F portfolio, value $2,408,950.

    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 52,736 shares
    Change vs previous 13F -13,442 shares

    0.03% of the 13F portfolio, value $3,114,648.

    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 66,178 shares
    Change vs previous 13F -5,177 shares

    0.06% of the 13F portfolio, value $5,278,386.

    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 71,355 shares
    Change vs previous 13F -2,960 shares

    0.07% of the 13F portfolio, value $5,634,211.

    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 74,315 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $5,188,633.

    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).