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Atria Investments, Inc: CL position timeline

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

Atria Investments, Inc held 22,481 CL 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 22,481 shares
    Change vs previous 13F -6,453 shares

    0.02% of the 13F portfolio, value $2,061,066.

    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 28,934 shares
    Change vs previous 13F +2,701 shares

    0.03% of the 13F portfolio, value $2,466,035.

    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 26,233 shares
    Change vs previous 13F +1,080 shares

    0.02% of the 13F portfolio, value $2,072,926.

    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 25,153 shares
    Change vs previous 13F -29,074 shares

    0.02% of the 13F portfolio, value $2,010,749.

    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 54,227 shares
    Change vs previous 13F -11,616 shares

    0.06% of the 13F portfolio, value $4,929,272.

    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 65,843 shares
    Change vs previous 13F -6,942 shares

    0.08% of the 13F portfolio, value $6,169,458.

    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 72,785 shares
    Change vs previous 13F -1,280 shares

    0.08% of the 13F portfolio, value $6,616,880.

    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 74,065 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $7,688,671.

    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).