Skip to content
Disclosery

Atria Investments, Inc: COP position timeline

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

Atria Investments, Inc held 134,901 COP 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 134,901 shares
    Change vs previous 13F +5,532 shares

    0.14% of the 13F portfolio, value $14,024,266.

    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 129,369 shares
    Change vs previous 13F +7,340 shares

    0.19% of the 13F portfolio, value $17,076,686.

    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 122,029 shares
    Change vs previous 13F -393 shares

    0.13% of the 13F portfolio, value $11,423,142.

    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 122,422 shares
    Change vs previous 13F -1,619 shares

    0.13% of the 13F portfolio, value $11,579,850.

    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 124,041 shares
    Change vs previous 13F +8,184 shares

    0.13% of the 13F portfolio, value $11,131,482.

    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 115,857 shares
    Change vs previous 13F +18,677 shares

    0.16% of the 13F portfolio, value $12,167,299.

    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 97,180 shares
    Change vs previous 13F -7,368 shares

    0.12% of the 13F portfolio, value $9,637,317.

    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 104,548 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $11,006,763.

    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).