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Disclosery

Atria Investments, Inc: DOX position timeline

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

Atria Investments, Inc held 31,829 DOX 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 31,829 shares
    Change vs previous 13F +4,264 shares

    0.02% of the 13F portfolio, value $1,819,980.

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

  2. period ended2026-06-30
    13F 27,565 shares
    Change vs previous 13F +6,070 shares

    0.01% of the 13F portfolio, value $1,393,111.

    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 21,495 shares
    Change vs previous 13F +7,425 shares

    0.02% of the 13F portfolio, value $1,402,784.

    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 14,070 shares
    Change vs previous 13F +4,572 shares

    0.01% of the 13F portfolio, value $1,132,788.

    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 9,498 shares
    Change vs previous 13F -644 shares

    0.01% of the 13F portfolio, value $779,311.

    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 10,142 shares
    Change vs previous 13F +2,116 shares

    0.01% of the 13F portfolio, value $925,395.

    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 8,026 shares
    Change vs previous 13F -21 shares

    0.01% of the 13F portfolio, value $734,418.

    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 8,047 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $685,115.

    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).