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Atria Investments, Inc: DOUG position timeline

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

Atria Investments, Inc held 10,194 DOUG 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 10,194 shares
    Change vs previous 13F -7,245 shares

    <0.01% of the 13F portfolio, value $18,043.

    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 17,439 shares
    Change vs previous 13F -8,285 shares

    <0.01% of the 13F portfolio, value $28,600.

    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 25,724 shares
    Change vs previous 13F +391 shares

    <0.01% of the 13F portfolio, value $60,966.

    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 25,333 shares
    Change vs previous 13F -273 shares

    <0.01% of the 13F portfolio, value $72,452.

    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 25,606 shares
    Change vs previous 13F -3,170 shares

    <0.01% of the 13F portfolio, value $59,406.

    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 28,776 shares
    Change vs previous 13F +247 shares

    <0.01% of the 13F portfolio, value $49,495.

    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 28,529 shares
    Change vs previous 13F +8,095 shares

    <0.01% of the 13F portfolio, value $47,643.

    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 20,434 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $37,394.

    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).