Skip to content
Disclosery

Atria Investments, Inc: VIS position timeline

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

Atria Investments, Inc held 11,087 VIS 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 11,087 shares
    Change vs previous 13F +284 shares

    0.04% of the 13F portfolio, value $3,995,678.

    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 10,803 shares
    Change vs previous 13F -359 shares

    0.04% of the 13F portfolio, value $3,373,019.

    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 11,162 shares
    Change vs previous 13F -988 shares

    0.04% of the 13F portfolio, value $3,330,518.

    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 12,150 shares
    Change vs previous 13F -1,186 shares

    0.04% of the 13F portfolio, value $3,599,924.

    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 13,336 shares
    Change vs previous 13F -1,667 shares

    0.04% of the 13F portfolio, value $3,734,972.

    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 15,003 shares
    Change vs previous 13F +758 shares

    0.05% of the 13F portfolio, value $3,714,052.

    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 14,245 shares
    Change vs previous 13F -297 shares

    0.05% of the 13F portfolio, value $3,623,822.

    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 14,542 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,781,885.

    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).