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Disclosery

Atria Investments, Inc: DG position timeline

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

Atria Investments, Inc held 55,709 DG 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 55,709 shares
    Change vs previous 13F -1,000 shares

    0.06% of the 13F portfolio, value $6,661,707.

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

  2. period ended2026-06-30
    13F 56,709 shares
    Change vs previous 13F +5,263 shares

    0.07% of the 13F portfolio, value $6,527,766.

    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 51,446 shares
    Change vs previous 13F -25,317 shares

    0.07% of the 13F portfolio, value $6,108,152.

    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 76,763 shares
    Change vs previous 13F -31,753 shares

    0.12% of the 13F portfolio, value $10,191,810.

    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 108,516 shares
    Change vs previous 13F -3,199 shares

    0.13% of the 13F portfolio, value $11,215,101.

    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 111,715 shares
    Change vs previous 13F -11,993 shares

    0.15% of the 13F portfolio, value $12,778,010.

    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 123,708 shares
    Change vs previous 13F +16,019 shares

    0.14% of the 13F portfolio, value $10,877,682.

    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 107,689 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $8,164,958.

    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).