Skip to content
Disclosery

Atria Investments, Inc: VHT position timeline

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

Atria Investments, Inc held 14,401 VHT 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 14,401 shares
    Change vs previous 13F -815 shares

    0.04% of the 13F portfolio, value $4,306,051.

    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 15,216 shares
    Change vs previous 13F -441 shares

    0.05% of the 13F portfolio, value $4,143,777.

    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 15,657 shares
    Change vs previous 13F +4,422 shares

    0.05% of the 13F portfolio, value $4,506,867.

    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 11,235 shares
    Change vs previous 13F -1,659 shares

    0.03% of the 13F portfolio, value $2,916,606.

    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 12,894 shares
    Change vs previous 13F +165 shares

    0.04% of the 13F portfolio, value $3,202,096.

    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 12,729 shares
    Change vs previous 13F -440 shares

    0.04% of the 13F portfolio, value $3,369,863.

    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 13,169 shares
    Change vs previous 13F -4,045 shares

    0.04% of the 13F portfolio, value $3,340,919.

    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 17,214 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,857,791.

    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).