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Disclosery

Atria Investments, Inc: CR position timeline

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

Atria Investments, Inc held 1,964 CR 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 1,964 shares
    Change vs previous 13F -205 shares

    <0.01% of the 13F portfolio, value $400,711.

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

  2. period ended2026-06-30
    13F 2,169 shares
    Change vs previous 13F +243 shares

    <0.01% of the 13F portfolio, value $483,774.

    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 1,926 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $329,395.

    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 1,926 shares
    Change vs previous 13F +819 shares

    <0.01% of the 13F portfolio, value $355,238.

    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 1,107 shares
    Change vs previous 13F -28 shares

    <0.01% of the 13F portfolio, value $203,855.

    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 1,135 shares
    Change vs previous 13F -197 shares

    <0.01% of the 13F portfolio, value $215,537.

    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 1,332 shares
    Change vs previous 13F -270 shares

    <0.01% of the 13F portfolio, value $204,046.

    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 1,602 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $243,113.

    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).