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Disclosery

Atria Investments, Inc: CF position timeline

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

Atria Investments, Inc held 9,831 CF 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 9,831 shares
    Change vs previous 13F +2,546 shares

    0.01% of the 13F portfolio, value $1,064,356.

    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 7,285 shares
    Change vs previous 13F -5,229 shares

    0.01% of the 13F portfolio, value $945,856.

    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 12,514 shares
    Change vs previous 13F -506 shares

    0.01% of the 13F portfolio, value $967,816.

    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 13,020 shares
    Change vs previous 13F +1,740 shares

    0.01% of the 13F portfolio, value $1,167,938.

    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 11,280 shares
    Change vs previous 13F -891 shares

    0.01% of the 13F portfolio, value $1,037,724.

    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 12,171 shares
    Change vs previous 13F +1,491 shares

    0.01% of the 13F portfolio, value $951,153.

    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 10,680 shares
    Change vs previous 13F -675 shares

    0.01% of the 13F portfolio, value $911,214.

    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 11,355 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $974,225.

    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).