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Disclosery

Atria Investments, Inc: CP position timeline

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

Atria Investments, Inc held 30,286 CP 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 30,286 shares
    Change vs previous 13F +9,080 shares

    0.03% of the 13F portfolio, value $2,577,321.

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

  2. period ended2026-06-30
    13F 21,206 shares
    Change vs previous 13F +621 shares

    0.02% of the 13F portfolio, value $1,837,487.

    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 20,585 shares
    Change vs previous 13F -941 shares

    0.02% of the 13F portfolio, value $1,619,195.

    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 21,526 shares
    Change vs previous 13F +542 shares

    0.02% of the 13F portfolio, value $1,584,985.

    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 20,984 shares
    Change vs previous 13F -2,613 shares

    0.02% of the 13F portfolio, value $1,563,122.

    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 23,597 shares
    Change vs previous 13F -6,026 shares

    0.02% of the 13F portfolio, value $1,870,510.

    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 29,623 shares
    Change vs previous 13F -7,923 shares

    0.03% of the 13F portfolio, value $2,079,805.

    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 37,546 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,717,227.

    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).