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Disclosery

Atria Investments, Inc: HDV position timeline

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

Atria Investments, Inc held 534,277 HDV 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 534,277 shares
    Change vs previous 13F +58,429 shares

    0.15% of the 13F portfolio, value $14,938,389.

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

  2. period ended2026-06-30
    13F 475,848 shares
    Change vs previous 13F +394,833 shares

    0.13% of the 13F portfolio, value $13,042,994.

    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 81,015 shares
    Change vs previous 13F -7,559 shares

    0.12% of the 13F portfolio, value $10,995,297.

    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 88,574 shares
    Change vs previous 13F -260 shares

    0.12% of the 13F portfolio, value $10,771,519.

    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 88,834 shares
    Change vs previous 13F -1,598 shares

    0.12% of the 13F portfolio, value $10,877,714.

    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 90,432 shares
    Change vs previous 13F -1,267 shares

    0.13% of the 13F portfolio, value $10,595,903.

    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 91,699 shares
    Change vs previous 13F -19,529 shares

    0.14% of the 13F portfolio, value $11,106,598.

    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 111,228 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $12,486,446.

    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).