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Disclosery

Atria Investments, Inc: CGGO position timeline

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

Atria Investments, Inc held 88,629 CGGO 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 88,629 shares
    Change vs previous 13F +18,836 shares

    0.03% of the 13F portfolio, value $3,525,662.

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

  2. period ended2026-06-30
    13F 69,793 shares
    Change vs previous 13F +10,135 shares

    0.03% of the 13F portfolio, value $2,954,338.

    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 59,658 shares
    Change vs previous 13F +21,984 shares

    0.02% of the 13F portfolio, value $1,990,787.

    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 37,674 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,305,404.

    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).