Skip to content
Disclosery

Atria Investments, Inc: CSGP position timeline

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

Atria Investments, Inc held 61,179 CSGP 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 61,179 shares
    Change vs previous 13F -20,642 shares

    0.02% of the 13F portfolio, value $1,732,589.

    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 81,821 shares
    Change vs previous 13F +41,024 shares

    0.04% of the 13F portfolio, value $3,300,639.

    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 40,797 shares
    Change vs previous 13F -14,224 shares

    0.03% of the 13F portfolio, value $2,743,190.

    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 55,021 shares
    Change vs previous 13F -1,771 shares

    0.05% of the 13F portfolio, value $4,642,122.

    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).

  5. period ended2025-06-30
    13F 56,792 shares
    Change vs previous 13F +5,885 shares

    0.05% of the 13F portfolio, value $4,566,077.

    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 50,907 shares
    Change vs previous 13F -2,649 shares

    0.05% of the 13F portfolio, value $4,033,362.

    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 53,556 shares
    Change vs previous 13F +22,575 shares

    0.05% of the 13F portfolio, value $3,834,074.

    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 30,981 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,337,207.

    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).