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Disclosery

Atria Investments, Inc: CFR position timeline

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

Atria Investments, Inc held 11,470 CFR 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 11,470 shares
    Change vs previous 13F +1,891 shares

    0.02% of the 13F portfolio, value $1,751,190.

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

  2. period ended2026-06-30
    13F 9,579 shares
    Change vs previous 13F -373 shares

    0.01% of the 13F portfolio, value $1,480,143.

    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 9,952 shares
    Change vs previous 13F +375 shares

    0.02% of the 13F portfolio, value $1,364,263.

    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 9,577 shares
    Change vs previous 13F -3,383 shares

    0.01% of the 13F portfolio, value $1,212,694.

    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 12,960 shares
    Change vs previous 13F +1,364 shares

    0.02% of the 13F portfolio, value $1,642,898.

    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 11,596 shares
    Change vs previous 13F -4,058 shares

    0.02% of the 13F portfolio, value $1,490,577.

    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 15,654 shares
    Change vs previous 13F -4,570 shares

    0.03% of the 13F portfolio, value $1,959,886.

    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 20,224 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,715,061.

    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).