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Disclosery

Atria Investments, Inc: CFG position timeline

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

Atria Investments, Inc held 67,057 CFG 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 67,057 shares
    Change vs previous 13F +35,632 shares

    0.04% of the 13F portfolio, value $4,275,574.

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

  2. period ended2026-06-30
    13F 31,425 shares
    Change vs previous 13F +3,098 shares

    0.02% of the 13F portfolio, value $2,201,968.

    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 28,327 shares
    Change vs previous 13F -2,971 shares

    0.02% of the 13F portfolio, value $1,698,757.

    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 31,298 shares
    Change vs previous 13F -2,017 shares

    0.02% of the 13F portfolio, value $1,828,122.

    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 33,315 shares
    Change vs previous 13F +1,145 shares

    0.02% of the 13F portfolio, value $1,771,042.

    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 32,170 shares
    Change vs previous 13F -6,592 shares

    0.02% of the 13F portfolio, value $1,439,595.

    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 38,762 shares
    Change vs previous 13F +5,659 shares

    0.02% of the 13F portfolio, value $1,588,062.

    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 33,103 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,448,573.

    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).