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Disclosery

Atria Investments, Inc: CDW position timeline

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

Atria Investments, Inc held 20,474 CDW 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 20,474 shares
    Change vs previous 13F +3,969 shares

    0.03% of the 13F portfolio, value $2,879,410.

    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 16,505 shares
    Change vs previous 13F +3,799 shares

    0.02% of the 13F portfolio, value $1,997,429.

    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 12,706 shares
    Change vs previous 13F -387 shares

    0.02% of the 13F portfolio, value $1,730,571.

    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 13,093 shares
    Change vs previous 13F -1,102 shares

    0.02% of the 13F portfolio, value $2,085,532.

    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 14,195 shares
    Change vs previous 13F +1,189 shares

    0.03% of the 13F portfolio, value $2,535,092.

    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 13,006 shares
    Change vs previous 13F +3,426 shares

    0.03% of the 13F portfolio, value $2,084,355.

    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 9,580 shares
    Change vs previous 13F -11,151 shares

    0.02% of the 13F portfolio, value $1,667,233.

    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 20,731 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,691,334.

    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).