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Disclosery

Atria Investments, Inc: DAN position timeline

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

Atria Investments, Inc held 21,267 DAN 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 21,267 shares
    Change vs previous 13F -792 shares

    0.01% of the 13F portfolio, value $578,674.

    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 22,059 shares
    Change vs previous 13F -2,478 shares

    0.01% of the 13F portfolio, value $742,302.

    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 24,537 shares
    Change vs previous 13F +1,747 shares

    0.01% of the 13F portfolio, value $583,006.

    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 22,790 shares
    Change vs previous 13F -1,026 shares

    0.01% of the 13F portfolio, value $456,718.

    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 23,816 shares
    Change vs previous 13F +3,156 shares

    <0.01% of the 13F portfolio, value $408,445.

    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 20,660 shares
    Change vs previous 13F +1,084 shares

    <0.01% of the 13F portfolio, value $275,397.

    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 19,576 shares
    Change vs previous 13F -3,985 shares

    <0.01% of the 13F portfolio, value $226,300.

    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 23,561 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $248,807.

    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).