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Disclosery

Atria Investments, Inc: VLO position timeline

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

Atria Investments, Inc held 21,792 VLO 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 21,792 shares
    Change vs previous 13F -10,859 shares

    0.06% of the 13F portfolio, value $5,675,548.

    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 32,651 shares
    Change vs previous 13F +8,623 shares

    0.09% of the 13F portfolio, value $8,067,491.

    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 24,028 shares
    Change vs previous 13F -319 shares

    0.04% of the 13F portfolio, value $3,911,598.

    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 24,347 shares
    Change vs previous 13F -4,785 shares

    0.05% of the 13F portfolio, value $4,145,348.

    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 29,132 shares
    Change vs previous 13F -18,923 shares

    0.05% of the 13F portfolio, value $3,915,860.

    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 48,055 shares
    Change vs previous 13F +1,750 shares

    0.08% of the 13F portfolio, value $6,346,676.

    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 46,305 shares
    Change vs previous 13F +1,708 shares

    0.07% of the 13F portfolio, value $5,676,489.

    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 44,597 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $6,021,935.

    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).