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Disclosery

Atria Investments, Inc: WDFC position timeline

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

Atria Investments, Inc held 2,040 WDFC 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 2,040 shares
    Change vs previous 13F +398 shares

    <0.01% of the 13F portfolio, value $496,915.

    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 1,642 shares
    Change vs previous 13F -5 shares

    <0.01% of the 13F portfolio, value $334,947.

    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 1,647 shares
    Change vs previous 13F +41 shares

    <0.01% of the 13F portfolio, value $324,336.

    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 1,606 shares
    Change vs previous 13F -206 shares

    <0.01% of the 13F portfolio, value $317,364.

    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 1,812 shares
    Change vs previous 13F -37 shares

    <0.01% of the 13F portfolio, value $413,293.

    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 1,849 shares
    Change vs previous 13F -145 shares

    0.01% of the 13F portfolio, value $451,121.

    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 1,994 shares
    Change vs previous 13F -174 shares

    0.01% of the 13F portfolio, value $483,852.

    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 2,168 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $559,012.

    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).