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Disclosery

Atria Investments, Inc: COST position timeline

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

Atria Investments, Inc held 12,330 COST 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 12,330 shares
    Change vs previous 13F +694 shares

    0.11% of the 13F portfolio, value $11,224,555.

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

  2. period ended2026-06-30
    13F 11,636 shares
    Change vs previous 13F -607 shares

    0.11% of the 13F portfolio, value $10,885,218.

    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 12,243 shares
    Change vs previous 13F -2,751 shares

    0.14% of the 13F portfolio, value $12,199,112.

    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 14,994 shares
    Change vs previous 13F -1,409 shares

    0.15% of the 13F portfolio, value $12,930,011.

    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 16,403 shares
    Change vs previous 13F -2,971 shares

    0.17% of the 13F portfolio, value $15,183,415.

    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 19,374 shares
    Change vs previous 13F -2,342 shares

    0.23% of the 13F portfolio, value $19,178,700.

    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 21,716 shares
    Change vs previous 13F -998 shares

    0.26% of the 13F portfolio, value $20,538,767.

    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 22,714 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $20,812,461.

    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).