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Disclosery

Atria Investments, Inc: DAUG position timeline

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

Atria Investments, Inc held 16,477 DAUG 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 16,477 shares
    Change vs previous 13F -1,678 shares

    0.01% of the 13F portfolio, value $783,478.

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

  2. period ended2026-06-30
    13F 18,155 shares
    Change vs previous 13F -521 shares

    0.01% of the 13F portfolio, value $850,513.

    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 18,676 shares
    Change vs previous 13F -96 shares

    0.01% of the 13F portfolio, value $813,387.

    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 18,772 shares
    Change vs previous 13F +96 shares

    0.01% of the 13F portfolio, value $832,426.

    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 18,676 shares
    Change vs previous 13F -4,539 shares

    0.01% of the 13F portfolio, value $814,768.

    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 23,215 shares
    Change vs previous 13F +12,768 shares

    0.01% of the 13F portfolio, value $967,137.

    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).

  7. period ended2025-03-31
    13F 10,447 shares
    Change vs previous 13F -78 shares

    0.01% of the 13F portfolio, value $405,316.

    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).

  8. period ended2024-12-31
    13F 10,525 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $417,633.

    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).