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Disclosery

Atria Investments, Inc: CGGR position timeline

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

Atria Investments, Inc held 162,981 CGGR 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 162,981 shares
    Change vs previous 13F +16,962 shares

    0.08% of the 13F portfolio, value $7,730,194.

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

  2. period ended2026-06-30
    13F 146,019 shares
    Change vs previous 13F -25,519 shares

    0.07% of the 13F portfolio, value $6,892,109.

    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 171,538 shares
    Change vs previous 13F +30,183 shares

    0.08% of the 13F portfolio, value $6,894,112.

    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 141,355 shares
    Change vs previous 13F +24,933 shares

    0.07% of the 13F portfolio, value $6,286,071.

    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 116,422 shares
    Change vs previous 13F +17,660 shares

    0.06% of the 13F portfolio, value $5,113,247.

    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 98,762 shares
    Change vs previous 13F -15,860 shares

    0.05% of the 13F portfolio, value $4,014,669.

    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 114,622 shares
    Change vs previous 13F -5,257 shares

    0.05% of the 13F portfolio, value $3,925,790.

    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 119,879 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,455,887.

    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).