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Disclosery

Atria Investments, Inc: CG position timeline

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

Atria Investments, Inc held 10,571 CG 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 10,571 shares
    Change vs previous 13F -1,253 shares

    <0.01% of the 13F portfolio, value $419,252.

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

  2. period ended2026-06-30
    13F 11,824 shares
    Change vs previous 13F -12,609 shares

    <0.01% of the 13F portfolio, value $497,890.

    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 24,433 shares
    Change vs previous 13F -494 shares

    0.01% of the 13F portfolio, value $1,182,313.

    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 24,927 shares
    Change vs previous 13F -961 shares

    0.02% of the 13F portfolio, value $1,473,428.

    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 25,888 shares
    Change vs previous 13F +2,283 shares

    0.02% of the 13F portfolio, value $1,623,165.

    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 23,605 shares
    Change vs previous 13F -2,078 shares

    0.01% of the 13F portfolio, value $1,213,319.

    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 25,683 shares
    Change vs previous 13F +4,760 shares

    0.01% of the 13F portfolio, value $1,119,521.

    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 20,923 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,056,409.

    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).