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Disclosery

Atria Investments, Inc: CXT position timeline

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

Atria Investments, Inc held 12,522 CXT 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 12,522 shares
    Change vs previous 13F +2,071 shares

    0.01% of the 13F portfolio, value $640,634.

    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 10,451 shares
    Change vs previous 13F +1,959 shares

    <0.01% of the 13F portfolio, value $424,187.

    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 8,492 shares
    Change vs previous 13F +2,183 shares

    <0.01% of the 13F portfolio, value $399,715.

    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 6,309 shares
    Change vs previous 13F -725 shares

    <0.01% of the 13F portfolio, value $423,163.

    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 7,034 shares
    Change vs previous 13F +1,989 shares

    <0.01% of the 13F portfolio, value $379,117.

    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 5,045 shares
    Change vs previous 13F +1,488 shares

    <0.01% of the 13F portfolio, value $259,321.

    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 3,557 shares
    Change vs previous 13F -143 shares

    <0.01% of the 13F portfolio, value $207,104.

    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 3,700 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $207,592.

    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).