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Atria Investments, Inc: CTAS position timeline

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

Atria Investments, Inc held 12,255 CTAS 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 12,255 shares
    Change vs previous 13F -2,898 shares

    0.02% of the 13F portfolio, value $2,084,350.

    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 15,153 shares
    Change vs previous 13F -3,731 shares

    0.03% of the 13F portfolio, value $2,563,026.

    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 18,884 shares
    Change vs previous 13F +2,734 shares

    0.04% of the 13F portfolio, value $3,551,545.

    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 16,150 shares
    Change vs previous 13F -4,509 shares

    0.04% of the 13F portfolio, value $3,315,030.

    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 20,659 shares
    Change vs previous 13F -2,005 shares

    0.05% of the 13F portfolio, value $4,604,212.

    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 22,664 shares
    Change vs previous 13F +941 shares

    0.06% of the 13F portfolio, value $4,658,219.

    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 21,723 shares
    Change vs previous 13F -598 shares

    0.05% of the 13F portfolio, value $3,968,830.

    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 22,321 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,595,388.

    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).