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Disclosery

Atria Investments, Inc: CWST position timeline

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

Atria Investments, Inc held 5,748 CWST 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 5,748 shares
    Change vs previous 13F +296 shares

    0.01% of the 13F portfolio, value $557,384.

    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 5,452 shares
    Change vs previous 13F +1,616 shares

    <0.01% of the 13F portfolio, value $432,562.

    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 3,836 shares
    Change vs previous 13F +556 shares

    <0.01% of the 13F portfolio, value $375,698.

    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 3,280 shares
    Change vs previous 13F -1,277 shares

    <0.01% of the 13F portfolio, value $311,206.

    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 4,557 shares
    Change vs previous 13F -3,423 shares

    0.01% of the 13F portfolio, value $525,787.

    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 7,980 shares
    Change vs previous 13F +379 shares

    0.01% of the 13F portfolio, value $889,850.

    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 7,601 shares
    Change vs previous 13F -106 shares

    0.01% of the 13F portfolio, value $804,262.

    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 7,707 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $766,769.

    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).