Skip to content
Disclosery

Atria Investments, Inc: DBMF position timeline

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

Atria Investments, Inc held 105,888 DBMF 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 105,888 shares
    Change vs previous 13F -15,215 shares

    0.03% of the 13F portfolio, value $3,241,217.

    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 121,103 shares
    Change vs previous 13F +1,702 shares

    0.04% of the 13F portfolio, value $3,651,266.

    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 119,401 shares
    Change vs previous 13F +6,938 shares

    0.04% of the 13F portfolio, value $3,350,387.

    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 112,463 shares
    Change vs previous 13F -2,639 shares

    0.04% of the 13F portfolio, value $3,071,352.

    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 115,102 shares
    Change vs previous 13F -5,035 shares

    0.03% of the 13F portfolio, value $2,961,568.

    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 120,137 shares
    Change vs previous 13F -60,705 shares

    0.04% of the 13F portfolio, value $3,034,666.

    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 180,842 shares
    Change vs previous 13F +168,931 shares

    0.06% of the 13F portfolio, value $4,730,817.

    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 11,911 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $335,056.

    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).