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Disclosery

Atria Investments, Inc: CPRT position timeline

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

Atria Investments, Inc held 36,878 CPRT 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 36,878 shares
    Change vs previous 13F -34,747 shares

    0.01% of the 13F portfolio, value $1,039,591.

    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 71,625 shares
    Change vs previous 13F -11,593 shares

    0.03% of the 13F portfolio, value $2,377,950.

    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 83,218 shares
    Change vs previous 13F -4,984 shares

    0.04% of the 13F portfolio, value $3,257,985.

    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).

  4. period ended2025-09-30
    13F 88,202 shares
    Change vs previous 13F +16,677 shares

    0.05% of the 13F portfolio, value $3,966,444.

    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 71,525 shares
    Change vs previous 13F -19,561 shares

    0.04% of the 13F portfolio, value $3,509,732.

    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 91,086 shares
    Change vs previous 13F +2,311 shares

    0.07% of the 13F portfolio, value $5,154,557.

    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 88,775 shares
    Change vs previous 13F -6,027 shares

    0.06% of the 13F portfolio, value $5,094,797.

    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 94,802 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,967,625.

    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).