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Disclosery

Atria Investments, Inc: DVY position timeline

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

Atria Investments, Inc held 2,351 DVY 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 2,351 shares
    Change vs previous 13F +490 shares

    <0.01% of the 13F portfolio, value $357,506.

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

  2. period ended2026-06-30
    13F 1,861 shares
    Change vs previous 13F -625 shares

    <0.01% of the 13F portfolio, value $290,799.

    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 2,486 shares
    Change vs previous 13F -1,636 shares

    <0.01% of the 13F portfolio, value $376,392.

    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 4,122 shares
    Change vs previous 13F +431 shares

    0.01% of the 13F portfolio, value $581,725.

    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 3,691 shares
    Change vs previous 13F -11 shares

    0.01% of the 13F portfolio, value $524,545.

    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 3,702 shares
    Change vs previous 13F -2,337 shares

    0.01% of the 13F portfolio, value $491,713.

    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 6,039 shares
    Change vs previous 13F -30,641 shares

    0.01% of the 13F portfolio, value $810,925.

    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 36,680 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,815,758.

    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).