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Disclosery

Atria Investments, Inc: CVE position timeline

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

Atria Investments, Inc held 178,556 CVE 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 178,556 shares
    Change vs previous 13F +5,767 shares

    0.04% of the 13F portfolio, value $4,429,985.

    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 172,789 shares
    Change vs previous 13F +38,389 shares

    0.05% of the 13F portfolio, value $4,584,094.

    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 134,400 shares
    Change vs previous 13F +5,942 shares

    0.03% of the 13F portfolio, value $2,274,045.

    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 128,458 shares
    Change vs previous 13F -2,210 shares

    0.02% of the 13F portfolio, value $2,182,499.

    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 130,668 shares
    Change vs previous 13F +32,196 shares

    0.02% of the 13F portfolio, value $1,777,083.

    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 98,472 shares
    Change vs previous 13F -21,451 shares

    0.02% of the 13F portfolio, value $1,369,752.

    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 119,923 shares
    Change vs previous 13F -14,453 shares

    0.02% of the 13F portfolio, value $1,816,831.

    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 134,376 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,248,118.

    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).