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Atria Wealth Solutions, Inc.: GCOW position timeline

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

Atria Wealth Solutions, Inc. held 39,603 GCOW 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 39,603 shares
    Change vs previous 13F -17,074 shares

    0.03% of the 13F portfolio, value $1,504,434.

    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 56,677 shares
    Change vs previous 13F -2,314 shares

    0.03% of the 13F portfolio, value $2,095,950.

    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 58,991 shares
    Change vs previous 13F +799 shares

    0.02% of the 13F portfolio, value $2,007,175.

    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 58,192 shares
    Change vs previous 13F -22,801 shares

    0.02% of the 13F portfolio, value $2,138,344.

    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 80,993 shares
    Change vs previous 13F -6,843 shares

    0.03% of the 13F portfolio, value $2,755,090.

    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 87,836 shares
    Change vs previous 13F -20,108 shares

    0.03% of the 13F portfolio, value $3,047,905.

    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 107,944 shares
    Change vs previous 13F -28,899 shares

    0.05% of the 13F portfolio, value $3,710,409.

    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 136,843 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,452,882.

    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).