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Atria Investments, Inc: CMS position timeline

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

Atria Investments, Inc held 24,292 CMS 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 24,292 shares
    Change vs previous 13F +2,320 shares

    0.02% of the 13F portfolio, value $1,858,333.

    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 21,972 shares
    Change vs previous 13F +283 shares

    0.02% of the 13F portfolio, value $1,704,617.

    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 21,689 shares
    Change vs previous 13F +3,005 shares

    0.02% of the 13F portfolio, value $1,516,745.

    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 18,684 shares
    Change vs previous 13F +149 shares

    0.02% of the 13F portfolio, value $1,368,782.

    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 18,535 shares
    Change vs previous 13F +395 shares

    0.02% of the 13F portfolio, value $1,284,109.

    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 18,140 shares
    Change vs previous 13F +132 shares

    0.02% of the 13F portfolio, value $1,362,530.

    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 18,008 shares
    Change vs previous 13F -4,526 shares

    0.01% of the 13F portfolio, value $1,200,255.

    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 22,534 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,591,581.

    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).