Skip to content
Disclosery

Atria Investments, Inc: CAG position timeline

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

Atria Investments, Inc held 66,970 CAG 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 66,970 shares
    Change vs previous 13F +9,407 shares

    0.01% of the 13F portfolio, value $900,083.

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

  2. period ended2026-06-30
    13F 57,563 shares
    Change vs previous 13F +45,919 shares

    0.01% of the 13F portfolio, value $774,794.

    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 11,644 shares
    Change vs previous 13F -39 shares

    <0.01% of the 13F portfolio, value $183,048.

    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 11,683 shares
    Change vs previous 13F -1,117 shares

    <0.01% of the 13F portfolio, value $202,241.

    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 12,800 shares
    Change vs previous 13F -43,297 shares

    <0.01% of the 13F portfolio, value $234,374.

    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 56,097 shares
    Change vs previous 13F +7,649 shares

    0.01% of the 13F portfolio, value $1,148,316.

    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 48,448 shares
    Change vs previous 13F +19,230 shares

    0.02% of the 13F portfolio, value $1,292,096.

    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 29,218 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $810,798.

    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).