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Disclosery

Atria Investments, Inc: CGUS position timeline

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

Atria Investments, Inc held 92,564 CGUS 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 92,564 shares
    Change vs previous 13F +14,158 shares

    0.04% of the 13F portfolio, value $4,119,098.

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

  2. period ended2026-06-30
    13F 78,406 shares
    Change vs previous 13F +4,454 shares

    0.03% of the 13F portfolio, value $3,487,480.

    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 73,952 shares
    Change vs previous 13F +25,128 shares

    0.03% of the 13F portfolio, value $2,841,236.

    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 48,824 shares
    Change vs previous 13F +41,440 shares

    0.02% of the 13F portfolio, value $1,964,190.

    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 7,384 shares
    Change vs previous 13F -2,249 shares

    <0.01% of the 13F portfolio, value $291,963.

    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 9,633 shares
    Change vs previous 13F +2,029 shares

    <0.01% of the 13F portfolio, value $355,747.

    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 7,604 shares
    Change vs previous 13F +161 shares

    <0.01% of the 13F portfolio, value $253,974.

    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 7,443 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $260,282.

    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).