Atria Wealth Solutions, Inc.: KGC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Atria Wealth Solutions, Inc. on KGC, newest first. How the timeline and the estimate are built.
Atria Wealth Solutions, Inc. held 0 KGC shares at 2025-03-31 per its 13F-HR filed 2025-05-09.
the latest 13F is the newest step
- period ended2025-03-3113F 0 sharesChange vs previous 13F -71,842 shares
13F-HR 0001420506-25-000956 filed by Atria Wealth Solutions, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-12-3113F 71,842 sharesChange vs previous 13F +71,842 shares
0.01% of the 13F portfolio, value $665,975.
13F-HR 0001420506-25-000086 filed by Atria Wealth Solutions, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 0 sharesChange vs previous 13F -11,100 shares
13F-HR 0001420506-24-000768 filed by Atria Wealth Solutions, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2023-12-3113F 11,100 sharesChange vs previous 13F -3,950 shares
<0.01% of the 13F portfolio, value $67,155.
13F-HR 0001420506-24-000118 filed by Atria Wealth Solutions, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-09-3013F 15,050 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $68,628.
13F-HR 0001420506-23-001936 filed by Atria Wealth Solutions, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).