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Disclosery

Atria Investments, Inc: VFH position timeline

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

Atria Investments, Inc held 29,657 VFH 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 29,657 shares
    Change vs previous 13F +10,343 shares

    0.04% of the 13F portfolio, value $3,858,106.

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

  2. period ended2026-06-30
    13F 19,314 shares
    Change vs previous 13F +4,304 shares

    0.03% of the 13F portfolio, value $2,541,787.

    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 15,010 shares
    Change vs previous 13F -9,613 shares

    0.02% of the 13F portfolio, value $1,813,375.

    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 24,623 shares
    Change vs previous 13F -1,151 shares

    0.04% of the 13F portfolio, value $3,286,924.

    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 25,774 shares
    Change vs previous 13F -2,950 shares

    0.04% of the 13F portfolio, value $3,382,580.

    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 28,724 shares
    Change vs previous 13F -15,781 shares

    0.04% of the 13F portfolio, value $3,656,547.

    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 44,505 shares
    Change vs previous 13F +2,019 shares

    0.07% of the 13F portfolio, value $5,317,057.

    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 42,486 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $5,016,320.

    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).