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Atria Investments, Inc: CLOZ position timeline

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

Atria Investments, Inc held 696,007 CLOZ 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 696,007 shares
    Change vs previous 13F +18,274 shares

    0.18% of the 13F portfolio, value $18,304,993.

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

  2. period ended2026-06-30
    13F 677,733 shares
    Change vs previous 13F +492,959 shares

    0.18% of the 13F portfolio, value $17,905,701.

    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 184,774 shares
    Change vs previous 13F +14,754 shares

    0.05% of the 13F portfolio, value $4,739,461.

    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 170,020 shares
    Change vs previous 13F -11,723 shares

    0.05% of the 13F portfolio, value $4,502,128.

    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 181,743 shares
    Change vs previous 13F +15,790 shares

    0.06% of the 13F portfolio, value $4,874,350.

    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 165,953 shares
    Change vs previous 13F -114,628 shares

    0.05% of the 13F portfolio, value $4,437,581.

    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 280,581 shares
    Change vs previous 13F +685 shares

    0.1% of the 13F portfolio, value $7,455,048.

    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 279,896 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $7,543,185.

    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).