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Disclosery

Atria Investments, Inc: DDWM position timeline

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

Atria Investments, Inc held 326,330 DDWM 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 326,330 shares
    Change vs previous 13F -37,964 shares

    0.15% of the 13F portfolio, value $15,069,929.

    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 364,294 shares
    Change vs previous 13F -26,063 shares

    0.18% of the 13F portfolio, value $16,068,992.

    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 390,357 shares
    Change vs previous 13F -13,199 shares

    0.19% of the 13F portfolio, value $16,996,148.

    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 403,556 shares
    Change vs previous 13F +262,756 shares

    0.19% of the 13F portfolio, value $16,868,631.

    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 140,800 shares
    Change vs previous 13F +3,537 shares

    0.07% of the 13F portfolio, value $5,584,108.

    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 137,263 shares
    Change vs previous 13F +15,754 shares

    0.06% of the 13F portfolio, value $5,049,921.

    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 121,509 shares
    Change vs previous 13F +9,795 shares

    0.05% of the 13F portfolio, value $4,177,482.

    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 111,714 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,006,081.

    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).