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Disclosery

Atria Investments, Inc: CGNG position timeline

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

Atria Investments, Inc held 207,761 CGNG 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 207,761 shares
    Change vs previous 13F +3,697 shares

    0.07% of the 13F portfolio, value $7,572,888.

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

  2. period ended2026-06-30
    13F 204,064 shares
    Change vs previous 13F +33,081 shares

    0.08% of the 13F portfolio, value $7,644,237.

    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 170,983 shares
    Change vs previous 13F +158,987 shares

    0.06% of the 13F portfolio, value $5,397,933.

    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 11,996 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $383,032.

    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).