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Atria Investments, Inc: DGRW position timeline

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

Atria Investments, Inc held 160,837 DGRW 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 160,837 shares
    Change vs previous 13F -21,914 shares

    0.15% of the 13F portfolio, value $15,639,760.

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

  2. period ended2026-06-30
    13F 182,751 shares
    Change vs previous 13F -26,588 shares

    0.18% of the 13F portfolio, value $17,474,644.

    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 209,339 shares
    Change vs previous 13F -77,077 shares

    0.21% of the 13F portfolio, value $18,388,361.

    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 286,416 shares
    Change vs previous 13F -11,323 shares

    0.29% of the 13F portfolio, value $25,614,223.

    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 297,739 shares
    Change vs previous 13F -36,796 shares

    0.3% of the 13F portfolio, value $26,486,828.

    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 334,535 shares
    Change vs previous 13F +15,143 shares

    0.33% of the 13F portfolio, value $28,013,925.

    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 319,392 shares
    Change vs previous 13F +19,959 shares

    0.33% of the 13F portfolio, value $25,506,668.

    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 299,433 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $24,233,141.

    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).