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Atria Investments, Inc: VFLO position timeline

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

Atria Investments, Inc held 214,128 VFLO 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 214,128 shares
    Change vs previous 13F -15,699 shares

    0.11% of the 13F portfolio, value $10,961,194.

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

  2. period ended2026-06-30
    13F 229,827 shares
    Change vs previous 13F +489 shares

    0.11% of the 13F portfolio, value $10,514,579.

    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 229,338 shares
    Change vs previous 13F +34,736 shares

    0.1% of the 13F portfolio, value $9,054,265.

    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 194,602 shares
    Change vs previous 13F -9,653 shares

    0.09% of the 13F portfolio, value $7,663,437.

    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 204,255 shares
    Change vs previous 13F -91,935 shares

    0.09% of the 13F portfolio, value $7,659,552.

    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 296,190 shares
    Change vs previous 13F -57,172 shares

    0.12% of the 13F portfolio, value $10,470,311.

    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 353,362 shares
    Change vs previous 13F +144,987 shares

    0.16% of the 13F portfolio, value $12,113,234.

    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 208,375 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $7,103,493.

    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).