Skip to content
Disclosery

Atria Investments, Inc: CAKE position timeline

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

Atria Investments, Inc held 4,165 CAKE 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 4,165 shares
    Change vs previous 13F -2,642 shares

    <0.01% of the 13F portfolio, value $438,374.

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

  2. period ended2026-06-30
    13F 6,807 shares
    Change vs previous 13F +116 shares

    0.01% of the 13F portfolio, value $541,455.

    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 6,691 shares
    Change vs previous 13F -1,980 shares

    <0.01% of the 13F portfolio, value $366,338.

    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 8,671 shares
    Change vs previous 13F +299 shares

    <0.01% of the 13F portfolio, value $437,712.

    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 8,372 shares
    Change vs previous 13F -889 shares

    0.01% of the 13F portfolio, value $457,467.

    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 9,261 shares
    Change vs previous 13F +349 shares

    0.01% of the 13F portfolio, value $580,307.

    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 8,912 shares
    Change vs previous 13F -124 shares

    0.01% of the 13F portfolio, value $433,646.

    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 9,036 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $428,673.

    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).