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Disclosery

Atria Investments, Inc: CGMU position timeline

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

Atria Investments, Inc held 22,467 CGMU 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 22,467 shares
    Change vs previous 13F +3,295 shares

    0.01% of the 13F portfolio, value $582,800.

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

  2. period ended2026-06-30
    13F 19,172 shares
    Change vs previous 13F +2,951 shares

    0.01% of the 13F portfolio, value $526,655.

    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 16,221 shares
    Change vs previous 13F -6,139 shares

    <0.01% of the 13F portfolio, value $440,400.

    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 22,360 shares
    Change vs previous 13F -1,443 shares

    0.01% of the 13F portfolio, value $612,217.

    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 23,803 shares
    Change vs previous 13F -4,008 shares

    0.01% of the 13F portfolio, value $649,584.

    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 27,811 shares
    Change vs previous 13F -122,989 shares

    0.01% of the 13F portfolio, value $742,276.

    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 150,800 shares
    Change vs previous 13F +38,937 shares

    0.05% of the 13F portfolio, value $4,044,468.

    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 111,863 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,011,339.

    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).