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Disclosery

Atria Investments, Inc: DIA position timeline

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

Atria Investments, Inc held 114,022 DIA 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 114,022 shares
    Change vs previous 13F -954 shares

    0.6% of the 13F portfolio, value $59,564,137.

    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 114,976 shares
    Change vs previous 13F -226 shares

    0.6% of the 13F portfolio, value $53,255,638.

    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 115,202 shares
    Change vs previous 13F +611 shares

    0.63% of the 13F portfolio, value $55,362,396.

    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 114,591 shares
    Change vs previous 13F -1,944 shares

    0.61% of the 13F portfolio, value $53,140,606.

    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 116,535 shares
    Change vs previous 13F +1,469 shares

    0.61% of the 13F portfolio, value $51,351,094.

    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 115,066 shares
    Change vs previous 13F -1,553 shares

    0.62% of the 13F portfolio, value $48,313,962.

    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 116,619 shares
    Change vs previous 13F -567 shares

    0.62% of the 13F portfolio, value $49,621,319.

    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 117,186 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $49,583,596.

    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).