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Atria Investments, Inc: VCSH position timeline

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

Atria Investments, Inc held 113,413 VCSH 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 113,413 shares
    Change vs previous 13F +44,067 shares

    0.09% of the 13F portfolio, value $8,963,005.

    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 69,346 shares
    Change vs previous 13F +17,822 shares

    0.06% of the 13F portfolio, value $5,497,039.

    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 51,524 shares
    Change vs previous 13F -16,095 shares

    0.05% of the 13F portfolio, value $4,107,991.

    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 67,619 shares
    Change vs previous 13F -27,543 shares

    0.06% of the 13F portfolio, value $5,404,824.

    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 95,162 shares
    Change vs previous 13F -1,137 shares

    0.09% of the 13F portfolio, value $7,565,345.

    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 96,299 shares
    Change vs previous 13F -16,167 shares

    0.1% of the 13F portfolio, value $7,601,840.

    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 112,466 shares
    Change vs previous 13F +37,590 shares

    0.11% of the 13F portfolio, value $8,773,494.

    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 74,876 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $5,946,688.

    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).