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Disclosery

Atria Investments, Inc: CEG position timeline

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

Atria Investments, Inc held 8,390 CEG 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 8,390 shares
    Change vs previous 13F -98 shares

    0.02% of the 13F portfolio, value $2,131,156.

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

  2. period ended2026-06-30
    13F 8,488 shares
    Change vs previous 13F +1,594 shares

    0.02% of the 13F portfolio, value $2,108,181.

    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 6,894 shares
    Change vs previous 13F -3,723 shares

    0.02% of the 13F portfolio, value $1,925,191.

    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 10,617 shares
    Change vs previous 13F +2,495 shares

    0.04% of the 13F portfolio, value $3,750,736.

    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 8,122 shares
    Change vs previous 13F -34 shares

    0.03% of the 13F portfolio, value $2,672,847.

    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 8,156 shares
    Change vs previous 13F -1,335 shares

    0.03% of the 13F portfolio, value $2,632,566.

    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 9,491 shares
    Change vs previous 13F -2,638 shares

    0.02% of the 13F portfolio, value $1,913,756.

    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 12,129 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,713,369.

    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).