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Disclosery

Atria Investments, Inc: CLX position timeline

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

Atria Investments, Inc held 11,589 CLX 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 11,589 shares
    Change vs previous 13F +2,523 shares

    0.01% of the 13F portfolio, value $1,106,040.

    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 9,066 shares
    Change vs previous 13F -2,755 shares

    0.01% of the 13F portfolio, value $939,559.

    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 11,821 shares
    Change vs previous 13F -2,190 shares

    0.01% of the 13F portfolio, value $1,191,960.

    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 14,011 shares
    Change vs previous 13F -4,649 shares

    0.02% of the 13F portfolio, value $1,727,550.

    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 18,660 shares
    Change vs previous 13F -2,459 shares

    0.03% of the 13F portfolio, value $2,240,537.

    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 21,119 shares
    Change vs previous 13F +3,606 shares

    0.04% of the 13F portfolio, value $3,109,838.

    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 17,513 shares
    Change vs previous 13F -1,065 shares

    0.04% of the 13F portfolio, value $2,844,296.

    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 18,578 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,026,500.

    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).