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Disclosery

Atria Investments, Inc: CGMS position timeline

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

Atria Investments, Inc held 83,923 CGMS shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 83,923 shares
    Change vs previous 13F +59,534 shares

    0.02% of the 13F portfolio, value $2,293,616.

    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).

  2. period ended2026-03-31
    13F 24,389 shares
    Change vs previous 13F -403,068 shares

    0.01% of the 13F portfolio, value $664,112.

    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).

  3. period ended2025-12-31
    13F 427,457 shares
    Change vs previous 13F +2,032 shares

    0.13% of the 13F portfolio, value $11,806,366.

    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).

  4. period ended2025-09-30
    13F 425,425 shares
    Change vs previous 13F +7,308 shares

    0.13% of the 13F portfolio, value $11,805,544.

    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).

  5. period ended2025-06-30
    13F 418,117 shares
    Change vs previous 13F -48,524 shares

    0.14% of the 13F portfolio, value $11,548,392.

    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).

  6. period ended2025-03-31
    13F 466,641 shares
    Change vs previous 13F +32,153 shares

    0.16% of the 13F portfolio, value $12,739,299.

    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).

  7. period ended2024-12-31
    13F 434,488 shares
    Change vs previous 13F +394,636 shares

    0.15% of the 13F portfolio, value $11,852,833.

    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).

  8. period ended2024-09-30
    13F 39,852 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,109,480.

    13F-HR 0001535865-24-000019 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).