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Disclosery

Atria Investments, Inc: CLOI position timeline

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

Atria Investments, Inc held 54,485 CLOI 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 54,485 shares
    Change vs previous 13F -87,984 shares

    0.03% of the 13F portfolio, value $2,886,058.

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

  2. period ended2026-06-30
    13F 142,469 shares
    Change vs previous 13F +113,660 shares

    0.08% of the 13F portfolio, value $7,543,754.

    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 28,809 shares
    Change vs previous 13F +1,401 shares

    0.02% of the 13F portfolio, value $1,518,233.

    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 27,408 shares
    Change vs previous 13F -4,550 shares

    0.02% of the 13F portfolio, value $1,447,441.

    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 31,958 shares
    Change vs previous 13F -25,877 shares

    0.02% of the 13F portfolio, value $1,696,977.

    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 57,835 shares
    Change vs previous 13F -12,595 shares

    0.04% of the 13F portfolio, value $3,062,352.

    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 70,430 shares
    Change vs previous 13F +38,421 shares

    0.05% of the 13F portfolio, value $3,721,544.

    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 32,009 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,689,113.

    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).