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Atria Investments, Inc: TDG position timeline

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

Atria Investments, Inc held 2,665 TDG 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 2,665 shares
    Change vs previous 13F +290 shares

    0.03% of the 13F portfolio, value $2,884,861.

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

  2. period ended2026-06-30
    13F 2,375 shares
    Change vs previous 13F +286 shares

    0.03% of the 13F portfolio, value $3,163,265.

    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 2,089 shares
    Change vs previous 13F -141 shares

    0.03% of the 13F portfolio, value $2,420,780.

    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 2,230 shares
    Change vs previous 13F -340 shares

    0.03% of the 13F portfolio, value $2,965,003.

    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 2,570 shares
    Change vs previous 13F -1,358 shares

    0.04% of the 13F portfolio, value $3,387,388.

    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 3,928 shares
    Change vs previous 13F +131 shares

    0.07% of the 13F portfolio, value $5,972,749.

    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 3,797 shares
    Change vs previous 13F -141 shares

    0.07% of the 13F portfolio, value $5,251,988.

    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 3,938 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,990,745.

    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).