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Disclosery

Athena Investment Management: VTRS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Athena Investment Management on VTRS, newest first. How the timeline and the estimate are built.

Athena Investment Management held 65,637 VTRS shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 65,637 shares
    Change vs previous 13F -6,497 shares

    0.62% of the 13F portfolio, value $1,042,316.

    13F-HR 0001921093-26-000003 filed by Athena Investment Management
    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 72,134 shares
    Change vs previous 13F +8,250 shares

    0.51% of the 13F portfolio, value $974,530.

    13F-HR 0001921093-26-000002 filed by Athena Investment Management
    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 63,884 shares
    Change vs previous 13F +2,391 shares

    0.41% of the 13F portfolio, value $795,356.

    13F-HR 0001921093-26-000001 filed by Athena Investment Management
    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 61,493 shares
    Change vs previous 13F +645 shares

    0.32% of the 13F portfolio, value $608,781.

    13F-HR 0001921093-25-000006 filed by Athena Investment Management
    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 60,848 shares
    Change vs previous 13F +1,640 shares

    0.3% of the 13F portfolio, value $543,373.

    13F-HR 0001921093-25-000004 filed by Athena Investment Management
    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 59,208 shares
    Change vs previous 13F +5,714 shares

    0.31% of the 13F portfolio, value $515,702.

    13F-HR 0001921093-25-000002 filed by Athena Investment Management
    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 53,494 shares
    Change vs previous 13F +11,739 shares

    0.39% of the 13F portfolio, value $666,000.

    13F-HR 0001921093-25-000001 filed by Athena Investment Management
    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 41,755 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $484,776.

    13F-HR 0001921093-24-000004 filed by Athena Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).