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Atria Investments, Inc: DTE position timeline

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

Atria Investments, Inc held 20,786 DTE 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 20,786 shares
    Change vs previous 13F +3,789 shares

    0.02% of the 13F portfolio, value $2,531,781.

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

  2. period ended2026-06-30
    13F 16,997 shares
    Change vs previous 13F +1,859 shares

    0.03% of the 13F portfolio, value $2,589,866.

    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 15,138 shares
    Change vs previous 13F +1,557 shares

    0.02% of the 13F portfolio, value $2,213,488.

    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 13,581 shares
    Change vs previous 13F +1,860 shares

    0.02% of the 13F portfolio, value $1,751,683.

    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 11,721 shares
    Change vs previous 13F +367 shares

    0.02% of the 13F portfolio, value $1,657,672.

    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 11,354 shares
    Change vs previous 13F +72 shares

    0.02% of the 13F portfolio, value $1,503,975.

    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 11,282 shares
    Change vs previous 13F -100 shares

    0.02% of the 13F portfolio, value $1,559,931.

    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 11,382 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,374,354.

    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).