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Atria Investments, Inc: VB position timeline

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

Atria Investments, Inc held 74,685 VB 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 74,685 shares
    Change vs previous 13F +11,148 shares

    0.23% of the 13F portfolio, value $22,638,473.

    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 63,537 shares
    Change vs previous 13F -1,815 shares

    0.19% of the 13F portfolio, value $16,641,592.

    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 65,352 shares
    Change vs previous 13F -4,616 shares

    0.19% of the 13F portfolio, value $16,857,517.

    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 69,968 shares
    Change vs previous 13F +846 shares

    0.2% of the 13F portfolio, value $17,791,421.

    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 69,122 shares
    Change vs previous 13F +10,015 shares

    0.19% of the 13F portfolio, value $16,380,550.

    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 59,107 shares
    Change vs previous 13F +4,653 shares

    0.17% of the 13F portfolio, value $13,106,881.

    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 54,454 shares
    Change vs previous 13F -9,908 shares

    0.16% of the 13F portfolio, value $13,084,171.

    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 64,362 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $15,267,271.

    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).