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Disclosery

Atria Investments, Inc: CLS position timeline

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

Atria Investments, Inc held 5,629 CLS 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 5,629 shares
    Change vs previous 13F +60 shares

    0.02% of the 13F portfolio, value $2,034,489.

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

  2. period ended2026-06-30
    13F 5,569 shares
    Change vs previous 13F +1,587 shares

    0.02% of the 13F portfolio, value $2,031,571.

    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 3,982 shares
    Change vs previous 13F -1,052 shares

    0.01% of the 13F portfolio, value $1,121,650.

    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 5,034 shares
    Change vs previous 13F -697 shares

    0.02% of the 13F portfolio, value $1,488,101.

    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 5,731 shares
    Change vs previous 13F +2,696 shares

    0.02% of the 13F portfolio, value $1,412,004.

    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 3,035 shares
    Change vs previous 13F -395 shares

    0.01% of the 13F portfolio, value $473,794.

    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 3,430 shares
    Change vs previous 13F +827 shares

    <0.01% of the 13F portfolio, value $270,318.

    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 2,603 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $240,257.

    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).