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Atria Wealth Solutions, Inc.: GCOR position timeline

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

Atria Wealth Solutions, Inc. held 92,046 GCOR 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 92,046 shares
    Change vs previous 13F -27,926 shares

    0.09% of the 13F portfolio, value $3,805,175.

    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 119,972 shares
    Change vs previous 13F -19,040 shares

    0.06% of the 13F portfolio, value $4,944,644.

    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 139,012 shares
    Change vs previous 13F +4,179 shares

    0.06% of the 13F portfolio, value $5,630,086.

    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 134,833 shares
    Change vs previous 13F -15,127 shares

    0.06% of the 13F portfolio, value $5,730,409.

    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 149,960 shares
    Change vs previous 13F -4,836 shares

    0.07% of the 13F portfolio, value $6,117,133.

    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 154,796 shares
    Change vs previous 13F -58,630 shares

    0.07% of the 13F portfolio, value $6,369,843.

    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 213,426 shares
    Change vs previous 13F +3,093 shares

    0.11% of the 13F portfolio, value $8,969,994.

    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 210,333 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $8,356,529.

    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).