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Disclosery

Atria Investments, Inc: DB position timeline

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

Atria Investments, Inc held 14,748 DB 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 14,748 shares
    Change vs previous 13F -9,622 shares

    <0.01% of the 13F portfolio, value $497,880.

    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 24,370 shares
    Change vs previous 13F -6,591 shares

    0.01% of the 13F portfolio, value $725,748.

    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 30,961 shares
    Change vs previous 13F -4,701 shares

    0.01% of the 13F portfolio, value $1,193,868.

    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 35,662 shares
    Change vs previous 13F -2,003 shares

    0.01% of the 13F portfolio, value $1,262,802.

    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 37,665 shares
    Change vs previous 13F -285 shares

    0.01% of the 13F portfolio, value $1,102,827.

    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 37,950 shares
    Change vs previous 13F +2,816 shares

    0.01% of the 13F portfolio, value $904,348.

    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 35,134 shares
    Change vs previous 13F -721 shares

    0.01% of the 13F portfolio, value $599,033.

    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 35,855 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $620,649.

    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).