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Disclosery

Atria Investments, Inc: DUK position timeline

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

Atria Investments, Inc held 58,367 DUK 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 58,367 shares
    Change vs previous 13F +1,637 shares

    0.06% of the 13F portfolio, value $6,654,447.

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

  2. period ended2026-06-30
    13F 56,730 shares
    Change vs previous 13F -15 shares

    0.07% of the 13F portfolio, value $7,180,871.

    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 56,745 shares
    Change vs previous 13F -3,754 shares

    0.08% of the 13F portfolio, value $7,430,225.

    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 60,499 shares
    Change vs previous 13F +635 shares

    0.08% of the 13F portfolio, value $7,091,114.

    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 59,864 shares
    Change vs previous 13F -2,174 shares

    0.08% of the 13F portfolio, value $7,408,217.

    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 62,038 shares
    Change vs previous 13F +6,798 shares

    0.09% of the 13F portfolio, value $7,320,460.

    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 55,240 shares
    Change vs previous 13F +214 shares

    0.09% of the 13F portfolio, value $6,737,574.

    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 55,026 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $5,928,474.

    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).