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Atria Investments, Inc: HD position timeline

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

Atria Investments, Inc held 54,503 HD shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 54,503 shares
    Change vs previous 13F -4,967 shares

    0.19% of the 13F portfolio, value $19,222,077.

    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).

  2. period ended2026-03-31
    13F 59,470 shares
    Change vs previous 13F +1,611 shares

    0.22% of the 13F portfolio, value $19,559,079.

    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).

  3. period ended2025-12-31
    13F 57,859 shares
    Change vs previous 13F -6,941 shares

    0.23% of the 13F portfolio, value $19,909,172.

    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).

  4. period ended2025-09-30
    13F 64,800 shares
    Change vs previous 13F -1,133 shares

    0.3% of the 13F portfolio, value $26,256,402.

    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).

  5. period ended2025-06-30
    13F 65,933 shares
    Change vs previous 13F -4,683 shares

    0.29% of the 13F portfolio, value $24,173,552.

    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).

  6. period ended2025-03-31
    13F 70,616 shares
    Change vs previous 13F -2,132 shares

    0.33% of the 13F portfolio, value $25,880,000.

    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).

  7. period ended2024-12-31
    13F 72,748 shares
    Change vs previous 13F -420 shares

    0.35% of the 13F portfolio, value $28,298,417.

    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).

  8. period ended2024-09-30
    13F 73,168 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $29,647,869.

    13F-HR 0001535865-24-000019 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).