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Atria Investments, Inc: COWZ position timeline

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

Atria Investments, Inc held 46,892 COWZ 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 46,892 shares
    Change vs previous 13F +5,424 shares

    0.03% of the 13F portfolio, value $3,130,500.

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

  2. period ended2026-06-30
    13F 41,468 shares
    Change vs previous 13F -14,881 shares

    0.03% of the 13F portfolio, value $2,579,325.

    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 56,349 shares
    Change vs previous 13F -4,512 shares

    0.04% of the 13F portfolio, value $3,525,162.

    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 60,861 shares
    Change vs previous 13F -12,154 shares

    0.04% of the 13F portfolio, value $3,661,991.

    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 73,015 shares
    Change vs previous 13F -66,018 shares

    0.05% of the 13F portfolio, value $4,196,152.

    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 139,033 shares
    Change vs previous 13F -186,607 shares

    0.09% of the 13F portfolio, value $7,660,726.

    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 325,640 shares
    Change vs previous 13F -34,147 shares

    0.23% of the 13F portfolio, value $17,832,040.

    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 359,787 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $20,320,754.

    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).