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Disclosery

Atria Investments, Inc: DRI position timeline

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

Atria Investments, Inc held 20,633 DRI 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 20,633 shares
    Change vs previous 13F -371 shares

    0.04% of the 13F portfolio, value $3,987,307.

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

  2. period ended2026-06-30
    13F 21,004 shares
    Change vs previous 13F +5,095 shares

    0.04% of the 13F portfolio, value $4,327,056.

    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 15,909 shares
    Change vs previous 13F +5,625 shares

    0.03% of the 13F portfolio, value $3,118,703.

    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 10,284 shares
    Change vs previous 13F +1,936 shares

    0.02% of the 13F portfolio, value $1,892,411.

    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 8,348 shares
    Change vs previous 13F -95 shares

    0.02% of the 13F portfolio, value $1,589,157.

    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 8,443 shares
    Change vs previous 13F -1,421 shares

    0.02% of the 13F portfolio, value $1,840,381.

    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 9,864 shares
    Change vs previous 13F +974 shares

    0.03% of the 13F portfolio, value $2,049,332.

    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 8,890 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,659,674.

    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).