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Atria Investments, Inc: CSX position timeline

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

Atria Investments, Inc held 144,267 CSX 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 144,267 shares
    Change vs previous 13F -8,035 shares

    0.07% of the 13F portfolio, value $6,857,006.

    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 152,302 shares
    Change vs previous 13F +5,061 shares

    0.07% of the 13F portfolio, value $6,251,980.

    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 147,241 shares
    Change vs previous 13F +2,628 shares

    0.06% of the 13F portfolio, value $5,337,492.

    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 144,613 shares
    Change vs previous 13F -5,067 shares

    0.06% of the 13F portfolio, value $5,135,193.

    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 149,680 shares
    Change vs previous 13F +8,583 shares

    0.06% of the 13F portfolio, value $4,884,057.

    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 141,097 shares
    Change vs previous 13F +44,873 shares

    0.05% of the 13F portfolio, value $4,152,483.

    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 96,224 shares
    Change vs previous 13F +27,606 shares

    0.04% of the 13F portfolio, value $3,105,164.

    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 68,618 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,369,365.

    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).