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Disclosery

Atria Investments, Inc: DIS position timeline

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

Atria Investments, Inc held 169,572 DIS 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 169,572 shares
    Change vs previous 13F -2,946 shares

    0.16% of the 13F portfolio, value $16,321,344.

    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 172,518 shares
    Change vs previous 13F +11,773 shares

    0.19% of the 13F portfolio, value $16,627,268.

    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 160,745 shares
    Change vs previous 13F -27,535 shares

    0.21% of the 13F portfolio, value $18,287,995.

    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 188,280 shares
    Change vs previous 13F +4,593 shares

    0.25% of the 13F portfolio, value $21,558,069.

    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 183,687 shares
    Change vs previous 13F +15,067 shares

    0.27% of the 13F portfolio, value $22,778,974.

    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 168,620 shares
    Change vs previous 13F +8,977 shares

    0.21% of the 13F portfolio, value $16,642,794.

    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 159,643 shares
    Change vs previous 13F +8,024 shares

    0.22% of the 13F portfolio, value $17,776,268.

    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 151,619 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $14,584,226.

    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).