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Disclosery

Atria Investments, Inc: CIM position timeline

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

Atria Investments, Inc held 39,820 CIM 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 39,820 shares
    Change vs previous 13F -1,391 shares

    0.01% of the 13F portfolio, value $531,203.

    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 41,211 shares
    Change vs previous 13F -3,969 shares

    0.01% of the 13F portfolio, value $517,200.

    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 45,180 shares
    Change vs previous 13F +4,184 shares

    0.01% of the 13F portfolio, value $561,585.

    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 40,996 shares
    Change vs previous 13F +1,140 shares

    0.01% of the 13F portfolio, value $541,963.

    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).

  5. period ended2025-06-30
    13F 39,856 shares
    Change vs previous 13F +18,844 shares

    0.01% of the 13F portfolio, value $552,808.

    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 21,012 shares
    Change vs previous 13F +1,340 shares

    <0.01% of the 13F portfolio, value $269,580.

    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 19,672 shares
    Change vs previous 13F +3,018 shares

    <0.01% of the 13F portfolio, value $275,408.

    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 16,654 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $263,629.

    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).