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Disclosery

Atria Investments, Inc: CFIT position timeline

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

Atria Investments, Inc held 140,804 CFIT 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 140,804 shares
    Change vs previous 13F +5,197 shares

    0.04% of the 13F portfolio, value $3,671,479.

    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 135,607 shares
    Change vs previous 13F -26,317 shares

    0.04% of the 13F portfolio, value $3,362,945.

    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 161,924 shares
    Change vs previous 13F -4,969 shares

    0.05% of the 13F portfolio, value $4,070,769.

    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 166,893 shares
    Change vs previous 13F +34,691 shares

    0.05% of the 13F portfolio, value $4,188,280.

    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 132,202 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,268,033.

    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).