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Atria Investments, Inc: CBOE position timeline

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

Atria Investments, Inc held 3,258 CBOE 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 3,258 shares
    Change vs previous 13F -13 shares

    0.01% of the 13F portfolio, value $896,821.

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

  2. period ended2026-06-30
    13F 3,271 shares
    Change vs previous 13F -533 shares

    0.01% of the 13F portfolio, value $793,662.

    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 3,804 shares
    Change vs previous 13F -151 shares

    0.01% of the 13F portfolio, value $1,069,259.

    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 3,955 shares
    Change vs previous 13F +227 shares

    0.01% of the 13F portfolio, value $992,802.

    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 3,728 shares
    Change vs previous 13F +384 shares

    0.01% of the 13F portfolio, value $914,335.

    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 3,344 shares
    Change vs previous 13F +162 shares

    0.01% of the 13F portfolio, value $779,908.

    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 3,182 shares
    Change vs previous 13F -4 shares

    0.01% of the 13F portfolio, value $720,067.

    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 3,186 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $622,635.

    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).