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Disclosery

Atria Investments, Inc: DT position timeline

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

Atria Investments, Inc held 17,117 DT 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 17,117 shares
    Change vs previous 13F -675 shares

    0.01% of the 13F portfolio, value $988,336.

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

  2. period ended2026-06-30
    13F 17,792 shares
    Change vs previous 13F -11,836 shares

    0.01% of the 13F portfolio, value $781,247.

    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 29,628 shares
    Change vs previous 13F +254 shares

    0.01% of the 13F portfolio, value $1,095,643.

    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 29,374 shares
    Change vs previous 13F -4,803 shares

    0.01% of the 13F portfolio, value $1,273,069.

    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 34,177 shares
    Change vs previous 13F +12,921 shares

    0.02% of the 13F portfolio, value $1,655,876.

    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 21,256 shares
    Change vs previous 13F +14,128 shares

    0.01% of the 13F portfolio, value $1,173,544.

    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 7,128 shares
    Change vs previous 13F -528 shares

    <0.01% of the 13F portfolio, value $336,085.

    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 7,656 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $416,104.

    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).