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Atria Investments, Inc: DGRO position timeline

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

Atria Investments, Inc held 313,556 DGRO 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 313,556 shares
    Change vs previous 13F -20,149 shares

    0.23% of the 13F portfolio, value $23,639,024.

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

  2. period ended2026-06-30
    13F 333,705 shares
    Change vs previous 13F +75,828 shares

    0.25% of the 13F portfolio, value $25,291,496.

    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 257,877 shares
    Change vs previous 13F -18,696 shares

    0.2% of the 13F portfolio, value $18,097,790.

    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 276,573 shares
    Change vs previous 13F +56,085 shares

    0.22% of the 13F portfolio, value $19,199,676.

    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 220,488 shares
    Change vs previous 13F -77,209 shares

    0.17% of the 13F portfolio, value $15,010,834.

    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 297,697 shares
    Change vs previous 13F -39,815 shares

    0.22% of the 13F portfolio, value $19,034,737.

    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 337,512 shares
    Change vs previous 13F -17,569 shares

    0.27% of the 13F portfolio, value $20,851,469.

    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 355,081 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $21,780,669.

    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).