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Disclosery

Atria Investments, Inc: DY position timeline

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

Atria Investments, Inc held 5,942 DY 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 5,942 shares
    Change vs previous 13F +650 shares

    0.02% of the 13F portfolio, value $1,598,873.

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

  2. period ended2026-06-30
    13F 5,292 shares
    Change vs previous 13F -2,722 shares

    0.03% of the 13F portfolio, value $2,675,582.

    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 8,014 shares
    Change vs previous 13F -328 shares

    0.03% of the 13F portfolio, value $2,715,303.

    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 8,342 shares
    Change vs previous 13F -17 shares

    0.03% of the 13F portfolio, value $2,818,762.

    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 8,359 shares
    Change vs previous 13F +55 shares

    0.03% of the 13F portfolio, value $2,438,822.

    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 8,304 shares
    Change vs previous 13F +2,956 shares

    0.02% of the 13F portfolio, value $2,029,415.

    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 5,348 shares
    Change vs previous 13F +2,566 shares

    0.01% of the 13F portfolio, value $814,714.

    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 2,782 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $484,148.

    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).