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Disclosery

Atria Investments, Inc: DUBS position timeline

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

Atria Investments, Inc held 75,213 DUBS 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 75,213 shares
    Change vs previous 13F +3,312 shares

    0.03% of the 13F portfolio, value $3,223,617.

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

  2. period ended2026-06-30
    13F 71,901 shares
    Change vs previous 13F +564 shares

    0.03% of the 13F portfolio, value $2,994,338.

    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 71,337 shares
    Change vs previous 13F +8,003 shares

    0.03% of the 13F portfolio, value $2,572,413.

    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 63,334 shares
    Change vs previous 13F +6,814 shares

    0.03% of the 13F portfolio, value $2,385,909.

    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 56,520 shares
    Change vs previous 13F +8,243 shares

    0.02% of the 13F portfolio, value $2,065,763.

    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 48,277 shares
    Change vs previous 13F +3,408 shares

    0.02% of the 13F portfolio, value $1,631,763.

    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 44,869 shares
    Change vs previous 13F -7,797 shares

    0.02% of the 13F portfolio, value $1,385,653.

    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 52,666 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,700,845.

    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).