Skip to content
Disclosery

Atria Investments, Inc: CB position timeline

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

Atria Investments, Inc held 50,056 CB 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 50,056 shares
    Change vs previous 13F +3,028 shares

    0.16% of the 13F portfolio, value $16,280,595.

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

  2. period ended2026-06-30
    13F 47,028 shares
    Change vs previous 13F +3,187 shares

    0.16% of the 13F portfolio, value $16,024,417.

    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 43,841 shares
    Change vs previous 13F +1,394 shares

    0.16% of the 13F portfolio, value $14,289,171.

    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 42,447 shares
    Change vs previous 13F +445 shares

    0.15% of the 13F portfolio, value $13,248,520.

    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 42,002 shares
    Change vs previous 13F -1,422 shares

    0.14% of the 13F portfolio, value $11,855,119.

    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 43,424 shares
    Change vs previous 13F +6,415 shares

    0.15% of the 13F portfolio, value $12,580,838.

    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 37,009 shares
    Change vs previous 13F -12,259 shares

    0.14% of the 13F portfolio, value $11,176,249.

    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 49,268 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $13,612,668.

    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).