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Disclosery

Atria Investments, Inc: DBA position timeline

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

Atria Investments, Inc held 27,338 DBA 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 27,338 shares
    Change vs previous 13F +1,492 shares

    0.01% of the 13F portfolio, value $729,104.

    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 25,846 shares
    Change vs previous 13F +1,000 shares

    0.01% of the 13F portfolio, value $706,113.

    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 24,846 shares
    Change vs previous 13F +2,719 shares

    0.01% of the 13F portfolio, value $634,070.

    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 22,127 shares
    Change vs previous 13F +2,820 shares

    0.01% of the 13F portfolio, value $592,119.

    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 19,307 shares
    Change vs previous 13F +708 shares

    0.01% of the 13F portfolio, value $504,878.

    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 18,599 shares
    Change vs previous 13F +2,813 shares

    0.01% of the 13F portfolio, value $489,898.

    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 15,786 shares
    Change vs previous 13F +368 shares

    0.01% of the 13F portfolio, value $419,750.

    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 15,418 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $402,256.

    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).