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Atria Investments, Inc: VBR position timeline

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

Atria Investments, Inc held 108,337 VBR 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 108,337 shares
    Change vs previous 13F +2,868 shares

    0.24% of the 13F portfolio, value $25,029,131.

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

  2. period ended2026-06-30
    13F 105,469 shares
    Change vs previous 13F +7,880 shares

    0.26% of the 13F portfolio, value $25,627,832.

    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 97,589 shares
    Change vs previous 13F -14,231 shares

    0.24% of the 13F portfolio, value $21,201,146.

    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 111,820 shares
    Change vs previous 13F +5,684 shares

    0.27% of the 13F portfolio, value $23,682,315.

    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 106,136 shares
    Change vs previous 13F +3,006 shares

    0.25% of the 13F portfolio, value $22,151,599.

    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 103,130 shares
    Change vs previous 13F -9,384 shares

    0.24% of the 13F portfolio, value $20,111,377.

    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 112,514 shares
    Change vs previous 13F -1,504 shares

    0.27% of the 13F portfolio, value $20,960,203.

    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 114,018 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $22,596,011.

    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).