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Disclosery

Atria Investments, Inc: DLR position timeline

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

Atria Investments, Inc held 11,930 DLR 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 11,930 shares
    Change vs previous 13F +504 shares

    0.02% of the 13F portfolio, value $2,142,344.

    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 11,426 shares
    Change vs previous 13F -538 shares

    0.02% of the 13F portfolio, value $2,059,023.

    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 11,964 shares
    Change vs previous 13F -2,001 shares

    0.02% of the 13F portfolio, value $1,851,017.

    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 13,965 shares
    Change vs previous 13F +833 shares

    0.03% of the 13F portfolio, value $2,414,306.

    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 13,132 shares
    Change vs previous 13F +1,725 shares

    0.03% of the 13F portfolio, value $2,289,379.

    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 11,407 shares
    Change vs previous 13F +963 shares

    0.02% of the 13F portfolio, value $1,634,520.

    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 10,444 shares
    Change vs previous 13F +862 shares

    0.02% of the 13F portfolio, value $1,852,030.

    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 9,582 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,550,695.

    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).