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Disclosery

Atria Investments, Inc: CTA position timeline

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

Atria Investments, Inc held 130,288 CTA 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 130,288 shares
    Change vs previous 13F +1,673 shares

    0.04% of the 13F portfolio, value $3,757,501.

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

  2. period ended2026-06-30
    13F 128,615 shares
    Change vs previous 13F -98,705 shares

    0.03% of the 13F portfolio, value $3,336,283.

    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 227,320 shares
    Change vs previous 13F +51,355 shares

    0.08% of the 13F portfolio, value $6,869,610.

    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 175,965 shares
    Change vs previous 13F -32,309 shares

    0.05% of the 13F portfolio, value $4,796,802.

    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 208,274 shares
    Change vs previous 13F -5,873 shares

    0.07% of the 13F portfolio, value $5,825,436.

    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 214,147 shares
    Change vs previous 13F +37,344 shares

    0.07% of the 13F portfolio, value $5,726,282.

    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 176,803 shares
    Change vs previous 13F +63,972 shares

    0.07% of the 13F portfolio, value $5,233,363.

    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 112,831 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,146,847.

    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).