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Disclosery

Atria Investments, Inc: CAE position timeline

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

Atria Investments, Inc held 33,885 CAE shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 33,885 shares
    Change vs previous 13F +4,629 shares

    0.01% of the 13F portfolio, value $813,579.

    13F-HR 0001535865-26-000012 filed by Atria Investments, Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 29,256 shares
    Change vs previous 13F +6,212 shares

    0.01% of the 13F portfolio, value $733,155.

    13F-HR 0001535865-26-000010 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 23,044 shares
    Change vs previous 13F +655 shares

    0.01% of the 13F portfolio, value $600,296.

    13F-HR 0001535865-26-000005 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 22,389 shares
    Change vs previous 13F +105 shares

    0.01% of the 13F portfolio, value $681,073.

    13F-HR 0001535865-26-000003 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 22,284 shares
    Change vs previous 13F -6,417 shares

    0.01% of the 13F portfolio, value $660,498.

    13F-HR 0001535865-25-000016 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 28,701 shares
    Change vs previous 13F -5,585 shares

    0.01% of the 13F portfolio, value $840,078.

    13F-HR 0001535865-25-000014 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 34,286 shares
    Change vs previous 13F -6,587 shares

    0.01% of the 13F portfolio, value $843,093.

    13F-HR 0001535865-25-000009 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 40,873 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,037,357.

    13F-HR 0001535865-25-000002 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).