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Disclosery

Atria Investments, Inc: DSI position timeline

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

Atria Investments, Inc held 5,990 DSI 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 5,990 shares
    Change vs previous 13F -230 shares

    0.01% of the 13F portfolio, value $875,634.

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

  2. period ended2026-06-30
    13F 6,220 shares
    Change vs previous 13F -1,298 shares

    0.01% of the 13F portfolio, value $885,675.

    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 7,518 shares
    Change vs previous 13F -195 shares

    0.01% of the 13F portfolio, value $911,141.

    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 7,713 shares
    Change vs previous 13F +179 shares

    0.01% of the 13F portfolio, value $993,621.

    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 7,534 shares
    Change vs previous 13F +909 shares

    0.01% of the 13F portfolio, value $948,951.

    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 6,625 shares
    Change vs previous 13F +144 shares

    0.01% of the 13F portfolio, value $769,535.

    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 6,481 shares
    Change vs previous 13F +181 shares

    0.01% of the 13F portfolio, value $663,681.

    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 6,300 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $694,540.

    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).