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Disclosery

Atria Investments, Inc: CVS position timeline

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

Atria Investments, Inc held 76,122 CVS 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 76,122 shares
    Change vs previous 13F +423 shares

    0.06% of the 13F portfolio, value $6,522,915.

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

  2. period ended2026-06-30
    13F 75,699 shares
    Change vs previous 13F -1,271 shares

    0.08% of the 13F portfolio, value $7,831,027.

    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 76,970 shares
    Change vs previous 13F -4,061 shares

    0.06% of the 13F portfolio, value $5,527,960.

    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 81,031 shares
    Change vs previous 13F -2,602 shares

    0.07% of the 13F portfolio, value $6,430,629.

    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 83,633 shares
    Change vs previous 13F +9,949 shares

    0.07% of the 13F portfolio, value $6,305,075.

    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 73,684 shares
    Change vs previous 13F +4,795 shares

    0.06% of the 13F portfolio, value $5,082,742.

    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 68,889 shares
    Change vs previous 13F +6,987 shares

    0.06% of the 13F portfolio, value $4,667,236.

    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 61,902 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,778,761.

    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).