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Disclosery

Atria Investments, Inc: QDF position timeline

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

Atria Investments, Inc held 16,788 QDF 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 16,788 shares
    Change vs previous 13F +58 shares

    0.02% of the 13F portfolio, value $1,509,577.

    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 16,730 shares
    Change vs previous 13F +9,904 shares

    0.01% of the 13F portfolio, value $1,323,176.

    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 6,826 shares
    Change vs previous 13F +3,366 shares

    0.01% of the 13F portfolio, value $551,609.

    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 3,460 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $274,724.

    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).