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Disclosery

Atria Investments, Inc: CNC position timeline

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

Atria Investments, Inc held 37,783 CNC 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 37,783 shares
    Change vs previous 13F +9,797 shares

    0.02% of the 13F portfolio, value $2,347,069.

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

  2. period ended2026-06-30
    13F 27,986 shares
    Change vs previous 13F +5,894 shares

    0.02% of the 13F portfolio, value $1,796,410.

    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 22,092 shares
    Change vs previous 13F -16,494 shares

    0.01% of the 13F portfolio, value $723,292.

    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 38,586 shares
    Change vs previous 13F +7,597 shares

    0.02% of the 13F portfolio, value $1,587,814.

    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 30,989 shares
    Change vs previous 13F -542 shares

    0.01% of the 13F portfolio, value $1,105,688.

    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 31,531 shares
    Change vs previous 13F -379 shares

    0.02% of the 13F portfolio, value $1,711,503.

    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 31,910 shares
    Change vs previous 13F +3,254 shares

    0.02% of the 13F portfolio, value $1,937,256.

    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 28,656 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,735,980.

    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).