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Disclosery

Atria Investments, Inc: DON position timeline

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

Atria Investments, Inc held 96,367 DON shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 96,367 shares
    Change vs previous 13F -3,045 shares

    0.05% of the 13F portfolio, value $5,199,019.

    13F-HR 0001535865-26-000012 filed by Atria Investments, Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 99,412 shares
    Change vs previous 13F -24,109 shares

    0.06% of the 13F portfolio, value $5,618,786.

    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).

  3. period ended2026-03-31
    13F 123,521 shares
    Change vs previous 13F -1,260 shares

    0.07% of the 13F portfolio, value $6,489,781.

    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).

  4. period ended2025-12-31
    13F 124,781 shares
    Change vs previous 13F -4,807 shares

    0.07% of the 13F portfolio, value $6,438,693.

    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).

  5. period ended2025-09-30
    13F 129,588 shares
    Change vs previous 13F +18,255 shares

    0.08% of the 13F portfolio, value $6,777,477.

    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).

  6. period ended2025-06-30
    13F 111,333 shares
    Change vs previous 13F +13,144 shares

    0.07% of the 13F portfolio, value $5,579,985.

    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).

  7. period ended2025-03-31
    13F 98,189 shares
    Change vs previous 13F +5,531 shares

    0.06% of the 13F portfolio, value $4,862,326.

    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).

  8. period ended2024-12-31
    13F 92,658 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,722,780.

    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).