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Atria Investments, Inc: CVLT position timeline

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

Atria Investments, Inc held 7,240 CVLT 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 7,240 shares
    Change vs previous 13F +1,447 shares

    0.01% of the 13F portfolio, value $1,085,421.

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

  2. period ended2026-06-30
    13F 5,793 shares
    Change vs previous 13F +911 shares

    0.01% of the 13F portfolio, value $821,042.

    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 4,882 shares
    Change vs previous 13F +2,685 shares

    <0.01% of the 13F portfolio, value $380,259.

    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 2,197 shares
    Change vs previous 13F -1,513 shares

    <0.01% of the 13F portfolio, value $275,416.

    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 3,710 shares
    Change vs previous 13F +955 shares

    0.01% of the 13F portfolio, value $700,374.

    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 2,755 shares
    Change vs previous 13F -337 shares

    0.01% of the 13F portfolio, value $480,279.

    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 3,092 shares
    Change vs previous 13F +142 shares

    0.01% of the 13F portfolio, value $487,794.

    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 2,950 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $445,185.

    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).