Skip to content
Disclosery

Atria Investments, Inc: DGS position timeline

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

Atria Investments, Inc held 4,922 DGS 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 4,922 shares
    Change vs previous 13F -979 shares

    <0.01% of the 13F portfolio, value $318,483.

    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 5,901 shares
    Change vs previous 13F -93 shares

    <0.01% of the 13F portfolio, value $354,650.

    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 5,994 shares
    Change vs previous 13F +527 shares

    <0.01% of the 13F portfolio, value $343,097.

    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 5,467 shares
    Change vs previous 13F +742 shares

    <0.01% of the 13F portfolio, value $312,166.

    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 4,725 shares
    Change vs previous 13F +23 shares

    <0.01% of the 13F portfolio, value $261,016.

    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 4,702 shares
    Change vs previous 13F -58,058 shares

    <0.01% of the 13F portfolio, value $227,160.

    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 62,760 shares
    Change vs previous 13F +7,442 shares

    0.04% of the 13F portfolio, value $3,070,225.

    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 55,318 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,970,582.

    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).