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Atria Investments, Inc: CSCO position timeline

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

Atria Investments, Inc held 294,717 CSCO 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 294,717 shares
    Change vs previous 13F -6,324 shares

    0.35% of the 13F portfolio, value $34,617,497.

    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 301,041 shares
    Change vs previous 13F -6,568 shares

    0.26% of the 13F portfolio, value $23,357,733.

    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 307,609 shares
    Change vs previous 13F +23,298 shares

    0.27% of the 13F portfolio, value $23,695,086.

    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 284,311 shares
    Change vs previous 13F -25,372 shares

    0.22% of the 13F portfolio, value $19,452,562.

    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 309,683 shares
    Change vs previous 13F -12,246 shares

    0.25% of the 13F portfolio, value $21,485,830.

    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 321,929 shares
    Change vs previous 13F +10,482 shares

    0.25% of the 13F portfolio, value $19,866,243.

    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 311,447 shares
    Change vs previous 13F -9,953 shares

    0.23% of the 13F portfolio, value $18,437,648.

    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 321,400 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $17,104,891.

    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).