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Disclosery

Atria Investments, Inc: CWT position timeline

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

Atria Investments, Inc held 12,601 CWT 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 12,601 shares
    Change vs previous 13F +172 shares

    0.01% of the 13F portfolio, value $583,055.

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

  2. period ended2026-06-30
    13F 12,429 shares
    Change vs previous 13F -650 shares

    0.01% of the 13F portfolio, value $604,650.

    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 13,079 shares
    Change vs previous 13F +981 shares

    0.01% of the 13F portfolio, value $592,987.

    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 12,098 shares
    Change vs previous 13F -1,153 shares

    0.01% of the 13F portfolio, value $524,226.

    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 13,251 shares
    Change vs previous 13F +6,676 shares

    0.01% of the 13F portfolio, value $608,093.

    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 6,575 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $299,049.

    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).