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Atria Investments, Inc: VCRB position timeline

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

Atria Investments, Inc held 15,596 VCRB 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 15,596 shares
    Change vs previous 13F +134 shares

    0.01% of the 13F portfolio, value $1,148,146.

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

  2. period ended2026-06-30
    13F 15,462 shares
    Change vs previous 13F +1,385 shares

    0.01% of the 13F portfolio, value $1,194,135.

    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 14,077 shares
    Change vs previous 13F -117 shares

    0.01% of the 13F portfolio, value $1,089,257.

    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 14,194 shares
    Change vs previous 13F +592 shares

    0.01% of the 13F portfolio, value $1,105,642.

    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 13,602 shares
    Change vs previous 13F +2,058 shares

    0.01% of the 13F portfolio, value $1,066,533.

    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 11,544 shares
    Change vs previous 13F -10,814 shares

    0.01% of the 13F portfolio, value $895,584.

    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 22,358 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,731,156.

    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).