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Disclosery

Atria Investments, Inc: DOL position timeline

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

Atria Investments, Inc held 13,937 DOL 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 13,937 shares
    Change vs previous 13F -11,105 shares

    0.01% of the 13F portfolio, value $1,036,417.

    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 25,042 shares
    Change vs previous 13F -18,652 shares

    0.02% of the 13F portfolio, value $1,702,516.

    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 43,694 shares
    Change vs previous 13F -17,583 shares

    0.03% of the 13F portfolio, value $2,877,250.

    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 61,277 shares
    Change vs previous 13F +1,292 shares

    0.04% of the 13F portfolio, value $3,814,775.

    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 59,985 shares
    Change vs previous 13F +23,279 shares

    0.04% of the 13F portfolio, value $3,573,127.

    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 36,706 shares
    Change vs previous 13F +4,351 shares

    0.03% of the 13F portfolio, value $2,021,399.

    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 32,355 shares
    Change vs previous 13F +19,992 shares

    0.02% of the 13F portfolio, value $1,599,631.

    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 12,363 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $667,180.

    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).