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Disclosery

Atria Investments, Inc: DES position timeline

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

Atria Investments, Inc held 8,991 DES shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 8,991 shares
    Change vs previous 13F +388 shares

    <0.01% of the 13F portfolio, value $340,748.

    13F-HR 0001535865-26-000012 filed by Atria Investments, Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 8,603 shares
    Change vs previous 13F -2,706 shares

    <0.01% of the 13F portfolio, value $349,953.

    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).

  3. period ended2026-03-31
    13F 11,309 shares
    Change vs previous 13F -3,711 shares

    <0.01% of the 13F portfolio, value $406,443.

    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).

  4. period ended2025-12-31
    13F 15,020 shares
    Change vs previous 13F -1,912 shares

    0.01% of the 13F portfolio, value $502,425.

    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).

  5. period ended2025-09-30
    13F 16,932 shares
    Change vs previous 13F -189 shares

    0.01% of the 13F portfolio, value $570,265.

    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).

  6. period ended2025-06-30
    13F 17,121 shares
    Change vs previous 13F +661 shares

    0.01% of the 13F portfolio, value $543,773.

    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).

  7. period ended2025-03-31
    13F 16,460 shares
    Change vs previous 13F +388 shares

    0.01% of the 13F portfolio, value $526,054.

    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).

  8. period ended2024-12-31
    13F 16,072 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $552,072.

    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).