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Atria Investments, Inc: CBU position timeline

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

Atria Investments, Inc held 16,630 CBU 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 16,630 shares
    Change vs previous 13F -117 shares

    0.01% of the 13F portfolio, value $990,121.

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

  2. period ended2026-06-30
    13F 16,747 shares
    Change vs previous 13F -2,248 shares

    0.01% of the 13F portfolio, value $1,124,035.

    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 18,995 shares
    Change vs previous 13F -1,047 shares

    0.01% of the 13F portfolio, value $1,114,074.

    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 20,042 shares
    Change vs previous 13F +2,272 shares

    0.01% of the 13F portfolio, value $1,151,192.

    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 17,770 shares
    Change vs previous 13F +2,449 shares

    0.01% of the 13F portfolio, value $1,042,019.

    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 15,321 shares
    Change vs previous 13F +5,489 shares

    0.01% of the 13F portfolio, value $871,332.

    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 9,832 shares
    Change vs previous 13F +993 shares

    0.01% of the 13F portfolio, value $559,039.

    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 8,839 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $545,183.

    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).