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Disclosery

Atria Investments, Inc: DTD position timeline

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

Atria Investments, Inc held 7,799 DTD 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 7,799 shares
    Change vs previous 13F -57,184 shares

    0.01% of the 13F portfolio, value $728,583.

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

  2. period ended2026-06-30
    13F 64,983 shares
    Change vs previous 13F -82,425 shares

    0.06% of the 13F portfolio, value $6,059,463.

    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 147,408 shares
    Change vs previous 13F +74,085 shares

    0.14% of the 13F portfolio, value $12,730,158.

    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 73,323 shares
    Change vs previous 13F +3,970 shares

    0.07% of the 13F portfolio, value $6,223,690.

    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 69,353 shares
    Change vs previous 13F +1,218 shares

    0.07% of the 13F portfolio, value $5,825,618.

    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 68,135 shares
    Change vs previous 13F +3,965 shares

    0.06% of the 13F portfolio, value $5,418,062.

    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 64,170 shares
    Change vs previous 13F +54,753 shares

    0.06% of the 13F portfolio, value $4,937,864.

    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 9,417 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $714,394.

    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).