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Disclosery

Atria Investments, Inc: DLS position timeline

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

Atria Investments, Inc held 25,245 DLS 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 25,245 shares
    Change vs previous 13F +615 shares

    0.02% of the 13F portfolio, value $2,115,242.

    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 24,630 shares
    Change vs previous 13F -2,046 shares

    0.02% of the 13F portfolio, value $2,007,327.

    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 26,676 shares
    Change vs previous 13F +957 shares

    0.02% of the 13F portfolio, value $2,161,003.

    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 25,719 shares
    Change vs previous 13F +887 shares

    0.02% of the 13F portfolio, value $2,044,893.

    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 24,832 shares
    Change vs previous 13F +481 shares

    0.02% of the 13F portfolio, value $1,865,148.

    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 24,351 shares
    Change vs previous 13F +5,208 shares

    0.02% of the 13F portfolio, value $1,607,231.

    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 19,143 shares
    Change vs previous 13F +933 shares

    0.01% of the 13F portfolio, value $1,205,071.

    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 18,210 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,257,378.

    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).