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Atria Investments, Inc: DOW position timeline

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

Atria Investments, Inc held 7,698 DOW 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 7,698 shares
    Change vs previous 13F -2,940 shares

    <0.01% of the 13F portfolio, value $211,994.

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

  2. period ended2026-06-30
    13F 10,638 shares
    Change vs previous 13F -443 shares

    <0.01% of the 13F portfolio, value $291,064.

    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 11,081 shares
    Change vs previous 13F +229 shares

    0.01% of the 13F portfolio, value $461,534.

    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 10,852 shares
    Change vs previous 13F -195 shares

    <0.01% of the 13F portfolio, value $253,725.

    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 11,047 shares
    Change vs previous 13F -5,463 shares

    <0.01% of the 13F portfolio, value $253,308.

    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 16,510 shares
    Change vs previous 13F -66,222 shares

    0.01% of the 13F portfolio, value $437,194.

    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 82,732 shares
    Change vs previous 13F +21,713 shares

    0.04% of the 13F portfolio, value $2,889,010.

    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 61,019 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,448,688.

    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).