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Atria Wealth Solutions, Inc.: GCV position timeline

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

Atria Wealth Solutions, Inc. held 15,756 GCV 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 15,756 shares
    Change vs previous 13F -12,929 shares

    <0.01% of the 13F portfolio, value $60,345.

    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 28,685 shares
    Change vs previous 13F +166 shares

    <0.01% of the 13F portfolio, value $107,138.

    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 28,519 shares
    Change vs previous 13F -18,700 shares

    <0.01% of the 13F portfolio, value $108,657.

    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 47,219 shares
    Change vs previous 13F +6,555 shares

    <0.01% of the 13F portfolio, value $173,295.

    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 40,664 shares
    Change vs previous 13F +742 shares

    <0.01% of the 13F portfolio, value $148,831.

    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 39,922 shares
    Change vs previous 13F -1,656 shares

    <0.01% of the 13F portfolio, value $148,112.

    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 41,578 shares
    Change vs previous 13F +6,445 shares

    <0.01% of the 13F portfolio, value $149,679.

    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 35,133 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $131,747.

    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).