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Atria Wealth Solutions, Inc.: CWB position timeline

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

Atria Wealth Solutions, Inc. held 39,449 CWB 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 39,449 shares
    Change vs previous 13F -79,812 shares

    0.07% of the 13F portfolio, value $3,263,689.

    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 119,261 shares
    Change vs previous 13F -25,545 shares

    0.11% of the 13F portfolio, value $9,137,765.

    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 144,806 shares
    Change vs previous 13F +102,652 shares

    0.12% of the 13F portfolio, value $11,278,960.

    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 42,154 shares
    Change vs previous 13F +4,500 shares

    0.04% of the 13F portfolio, value $3,228,574.

    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 37,654 shares
    Change vs previous 13F +582 shares

    0.03% of the 13F portfolio, value $2,713,346.

    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 37,072 shares
    Change vs previous 13F -1,537 shares

    0.03% of the 13F portfolio, value $2,707,722.

    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 38,609 shares
    Change vs previous 13F -102,460 shares

    0.04% of the 13F portfolio, value $2,785,653.

    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 141,069 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $9,564,492.

    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).