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Atria Wealth Solutions, Inc.: JCPB position timeline

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

Atria Wealth Solutions, Inc. held 80,983 JCPB 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 80,983 shares
    Change vs previous 13F -60,763 shares

    0.09% of the 13F portfolio, value $3,783,766.

    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 141,746 shares
    Change vs previous 13F +15,329 shares

    0.08% of the 13F portfolio, value $6,667,772.

    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 126,417 shares
    Change vs previous 13F +12,660 shares

    0.06% of the 13F portfolio, value $5,834,034.

    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 113,757 shares
    Change vs previous 13F +35,157 shares

    0.06% of the 13F portfolio, value $5,487,633.

    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 78,600 shares
    Change vs previous 13F +3,192 shares

    0.04% of the 13F portfolio, value $3,641,543.

    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 75,408 shares
    Change vs previous 13F +6,375 shares

    0.04% of the 13F portfolio, value $3,517,405.

    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 69,033 shares
    Change vs previous 13F +33,746 shares

    0.04% of the 13F portfolio, value $3,254,542.

    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 35,287 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,576,288.

    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).