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Atria Investments, Inc: CGDV position timeline

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

Atria Investments, Inc held 68,583 CGDV 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 68,583 shares
    Change vs previous 13F +4,133 shares

    0.03% of the 13F portfolio, value $3,350,256.

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

  2. period ended2026-06-30
    13F 64,450 shares
    Change vs previous 13F +3,518 shares

    0.03% of the 13F portfolio, value $3,176,096.

    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 60,932 shares
    Change vs previous 13F -17,086 shares

    0.03% of the 13F portfolio, value $2,592,036.

    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 78,018 shares
    Change vs previous 13F -27,334 shares

    0.04% of the 13F portfolio, value $3,404,718.

    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 105,352 shares
    Change vs previous 13F +54,563 shares

    0.05% of the 13F portfolio, value $4,427,945.

    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 50,789 shares
    Change vs previous 13F -12,036 shares

    0.02% of the 13F portfolio, value $2,005,658.

    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 62,825 shares
    Change vs previous 13F +9,700 shares

    0.03% of the 13F portfolio, value $2,239,097.

    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 53,125 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,873,201.

    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).