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Atria Investments, Inc: VCLT position timeline

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

Atria Investments, Inc held 65,137 VCLT 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 65,137 shares
    Change vs previous 13F +6,852 shares

    0.05% of the 13F portfolio, value $4,901,539.

    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 58,285 shares
    Change vs previous 13F +139 shares

    0.05% of the 13F portfolio, value $4,355,032.

    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 58,146 shares
    Change vs previous 13F +2,074 shares

    0.05% of the 13F portfolio, value $4,410,406.

    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 56,072 shares
    Change vs previous 13F +18,267 shares

    0.05% of the 13F portfolio, value $4,354,019.

    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 37,805 shares
    Change vs previous 13F +3,826 shares

    0.03% of the 13F portfolio, value $2,869,365.

    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 33,979 shares
    Change vs previous 13F +6,874 shares

    0.03% of the 13F portfolio, value $2,579,357.

    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 27,105 shares
    Change vs previous 13F -3,370 shares

    0.03% of the 13F portfolio, value $2,026,945.

    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 30,475 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,475,464.

    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).