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Disclosery

Atria Investments, Inc: CCI position timeline

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

Atria Investments, Inc held 23,306 CCI 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 23,306 shares
    Change vs previous 13F -9,943 shares

    0.02% of the 13F portfolio, value $1,553,356.

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

  2. period ended2026-06-30
    13F 33,249 shares
    Change vs previous 13F -4,767 shares

    0.03% of the 13F portfolio, value $2,517,918.

    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 38,016 shares
    Change vs previous 13F +552 shares

    0.03% of the 13F portfolio, value $3,091,070.

    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 37,464 shares
    Change vs previous 13F +3,592 shares

    0.04% of the 13F portfolio, value $3,329,382.

    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 33,872 shares
    Change vs previous 13F -6,089 shares

    0.04% of the 13F portfolio, value $3,268,288.

    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 39,961 shares
    Change vs previous 13F -1,935 shares

    0.05% of the 13F portfolio, value $4,105,211.

    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 41,896 shares
    Change vs previous 13F +4,563 shares

    0.06% of the 13F portfolio, value $4,366,784.

    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 37,333 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,388,355.

    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).