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Disclosery

Atria Investments, Inc: CBRE position timeline

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

Atria Investments, Inc held 30,250 CBRE shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,250 shares
    Change vs previous 13F +1,380 shares

    0.04% of the 13F portfolio, value $4,074,373.

    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).

  2. period ended2026-03-31
    13F 28,870 shares
    Change vs previous 13F +1,322 shares

    0.04% of the 13F portfolio, value $3,910,730.

    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).

  3. period ended2025-12-31
    13F 27,548 shares
    Change vs previous 13F -2,102 shares

    0.05% of the 13F portfolio, value $4,429,443.

    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).

  4. period ended2025-09-30
    13F 29,650 shares
    Change vs previous 13F +2,287 shares

    0.05% of the 13F portfolio, value $4,671,654.

    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).

  5. period ended2025-06-30
    13F 27,363 shares
    Change vs previous 13F -1,693 shares

    0.05% of the 13F portfolio, value $3,834,104.

    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).

  6. period ended2025-03-31
    13F 29,056 shares
    Change vs previous 13F +259 shares

    0.05% of the 13F portfolio, value $3,799,944.

    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).

  7. period ended2024-12-31
    13F 28,797 shares
    Change vs previous 13F +915 shares

    0.05% of the 13F portfolio, value $3,780,758.

    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).

  8. period ended2024-09-30
    13F 27,882 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,470,751.

    13F-HR 0001535865-24-000019 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).