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Disclosery

Atria Investments, Inc: CCC position timeline

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

Atria Investments, Inc held 17,903 CCC 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 17,903 shares
    Change vs previous 13F -60,701 shares

    <0.01% of the 13F portfolio, value $92,379.

    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 78,604 shares
    Change vs previous 13F +42,973 shares

    0.01% of the 13F portfolio, value $471,624.

    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 35,631 shares
    Change vs previous 13F -29,710 shares

    <0.01% of the 13F portfolio, value $283,266.

    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 65,341 shares
    Change vs previous 13F +8,179 shares

    0.01% of the 13F portfolio, value $595,257.

    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 57,162 shares
    Change vs previous 13F -32,303 shares

    0.01% of the 13F portfolio, value $537,894.

    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 89,465 shares
    Change vs previous 13F -5,120 shares

    0.01% of the 13F portfolio, value $807,869.

    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 94,585 shares
    Change vs previous 13F +17,158 shares

    0.01% of the 13F portfolio, value $1,109,482.

    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 77,427 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $855,568.

    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).