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Disclosery

Atria Investments, Inc: DFH position timeline

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

Atria Investments, Inc held 12,800 DFH 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 12,800 shares
    Change vs previous 13F -506 shares

    <0.01% of the 13F portfolio, value $220,928.

    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 13,306 shares
    Change vs previous 13F +1,991 shares

    <0.01% of the 13F portfolio, value $185,220.

    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 11,315 shares
    Change vs previous 13F -5,138 shares

    <0.01% of the 13F portfolio, value $193,487.

    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 16,453 shares
    Change vs previous 13F +31 shares

    <0.01% of the 13F portfolio, value $426,462.

    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 16,422 shares
    Change vs previous 13F +1,236 shares

    <0.01% of the 13F portfolio, value $412,685.

    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 15,186 shares
    Change vs previous 13F +1,766 shares

    <0.01% of the 13F portfolio, value $342,596.

    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 13,420 shares
    Change vs previous 13F -1,562 shares

    <0.01% of the 13F portfolio, value $312,283.

    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 14,982 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $542,498.

    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).