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Disclosery

Atria Investments, Inc: DAL position timeline

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

Atria Investments, Inc held 33,054 DAL 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 33,054 shares
    Change vs previous 13F +1,475 shares

    0.03% of the 13F portfolio, value $3,095,807.

    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 31,579 shares
    Change vs previous 13F +16,348 shares

    0.02% of the 13F portfolio, value $2,099,342.

    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 15,231 shares
    Change vs previous 13F -2,662 shares

    0.01% of the 13F portfolio, value $1,057,031.

    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 17,893 shares
    Change vs previous 13F -13,259 shares

    0.01% of the 13F portfolio, value $1,015,432.

    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 31,152 shares
    Change vs previous 13F +10,606 shares

    0.02% of the 13F portfolio, value $1,532,065.

    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 20,546 shares
    Change vs previous 13F -5,112 shares

    0.01% of the 13F portfolio, value $895,811.

    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 25,658 shares
    Change vs previous 13F -123 shares

    0.02% of the 13F portfolio, value $1,552,336.

    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 25,781 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,309,425.

    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).