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Atria Investments, Inc: VBK position timeline

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

Atria Investments, Inc held 69,585 VBK 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 69,585 shares
    Change vs previous 13F -1,829 shares

    0.25% of the 13F portfolio, value $25,447,255.

    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 71,414 shares
    Change vs previous 13F +4,318 shares

    0.24% of the 13F portfolio, value $21,584,750.

    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 67,096 shares
    Change vs previous 13F +2,596 shares

    0.23% of the 13F portfolio, value $20,270,398.

    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 64,500 shares
    Change vs previous 13F +1,711 shares

    0.22% of the 13F portfolio, value $19,196,478.

    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 62,789 shares
    Change vs previous 13F +2,823 shares

    0.21% of the 13F portfolio, value $17,388,693.

    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 59,966 shares
    Change vs previous 13F +315 shares

    0.19% of the 13F portfolio, value $15,097,546.

    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 59,651 shares
    Change vs previous 13F -5,741 shares

    0.21% of the 13F portfolio, value $16,705,714.

    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 65,392 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $17,483,945.

    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).