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Disclosery

Atria Investments, Inc: DEO position timeline

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

Atria Investments, Inc held 23,489 DEO 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 23,489 shares
    Change vs previous 13F +921 shares

    0.02% of the 13F portfolio, value $1,888,018.

    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 22,568 shares
    Change vs previous 13F -17,217 shares

    0.02% of the 13F portfolio, value $1,680,156.

    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 39,785 shares
    Change vs previous 13F -13,733 shares

    0.04% of the 13F portfolio, value $3,432,217.

    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 53,518 shares
    Change vs previous 13F -8,713 shares

    0.06% of the 13F portfolio, value $5,107,253.

    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 62,231 shares
    Change vs previous 13F +11,741 shares

    0.07% of the 13F portfolio, value $6,275,370.

    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 50,490 shares
    Change vs previous 13F -5,935 shares

    0.07% of the 13F portfolio, value $5,290,804.

    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 56,425 shares
    Change vs previous 13F -2,786 shares

    0.09% of the 13F portfolio, value $7,173,307.

    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 59,211 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $8,309,626.

    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).