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Disclosery

Atria Investments, Inc: KDP position timeline

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

Atria Investments, Inc held 38,176 KDP 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 38,176 shares
    Change vs previous 13F +10,435 shares

    0.01% of the 13F portfolio, value $1,249,510.

    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 27,741 shares
    Change vs previous 13F -8,006 shares

    0.01% of the 13F portfolio, value $730,417.

    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 35,747 shares
    Change vs previous 13F +8,373 shares

    0.01% of the 13F portfolio, value $1,001,266.

    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 27,374 shares
    Change vs previous 13F -19,168 shares

    0.01% of the 13F portfolio, value $698,323.

    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 46,542 shares
    Change vs previous 13F +3,484 shares

    0.02% of the 13F portfolio, value $1,538,685.

    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 43,058 shares
    Change vs previous 13F +8,936 shares

    0.02% of the 13F portfolio, value $1,473,449.

    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 34,122 shares
    Change vs previous 13F -7,375 shares

    0.01% of the 13F portfolio, value $1,096,002.

    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 41,497 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,555,295.

    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).