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Disclosery

Atria Investments, Inc: DOC position timeline

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

Atria Investments, Inc held 87,860 DOC 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 87,860 shares
    Change vs previous 13F +4,614 shares

    0.02% of the 13F portfolio, value $1,880,208.

    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 83,246 shares
    Change vs previous 13F +5,526 shares

    0.02% of the 13F portfolio, value $1,367,732.

    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 77,720 shares
    Change vs previous 13F -3,016 shares

    0.01% of the 13F portfolio, value $1,249,737.

    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 80,736 shares
    Change vs previous 13F +31,596 shares

    0.02% of the 13F portfolio, value $1,546,095.

    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 49,140 shares
    Change vs previous 13F +1,968 shares

    0.01% of the 13F portfolio, value $860,443.

    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 47,172 shares
    Change vs previous 13F -5,344 shares

    0.01% of the 13F portfolio, value $953,821.

    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 52,516 shares
    Change vs previous 13F +7,806 shares

    0.01% of the 13F portfolio, value $1,064,490.

    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 44,710 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,022,523.

    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).