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Disclosery

Atria Investments, Inc: CBT position timeline

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

Atria Investments, Inc held 10,577 CBT 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 10,577 shares
    Change vs previous 13F -240 shares

    0.01% of the 13F portfolio, value $813,508.

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

  2. period ended2026-06-30
    13F 10,817 shares
    Change vs previous 13F +3,475 shares

    0.01% of the 13F portfolio, value $982,436.

    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 7,342 shares
    Change vs previous 13F -953 shares

    0.01% of the 13F portfolio, value $552,956.

    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 8,295 shares
    Change vs previous 13F -2,430 shares

    0.01% of the 13F portfolio, value $549,785.

    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 10,725 shares
    Change vs previous 13F -571 shares

    0.01% of the 13F portfolio, value $815,615.

    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 11,296 shares
    Change vs previous 13F -2,586 shares

    0.01% of the 13F portfolio, value $847,183.

    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 13,882 shares
    Change vs previous 13F -8,735 shares

    0.01% of the 13F portfolio, value $1,154,182.

    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 22,617 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,065,203.

    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).