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Disclosery

Atria Investments, Inc: CHRW position timeline

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

Atria Investments, Inc held 12,772 CHRW 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 12,772 shares
    Change vs previous 13F -7,525 shares

    0.02% of the 13F portfolio, value $1,889,737.

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

  2. period ended2026-06-30
    13F 20,297 shares
    Change vs previous 13F -1,058 shares

    0.04% of the 13F portfolio, value $3,822,764.

    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 21,355 shares
    Change vs previous 13F +3,614 shares

    0.04% of the 13F portfolio, value $3,546,490.

    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 17,741 shares
    Change vs previous 13F +3,453 shares

    0.03% of the 13F portfolio, value $2,852,073.

    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 14,288 shares
    Change vs previous 13F +3,801 shares

    0.02% of the 13F portfolio, value $1,891,786.

    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 10,487 shares
    Change vs previous 13F +2,733 shares

    0.01% of the 13F portfolio, value $1,006,257.

    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 7,754 shares
    Change vs previous 13F +4,399 shares

    0.01% of the 13F portfolio, value $793,986.

    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 3,355 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $346,658.

    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).