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Disclosery

Atria Investments, Inc: VLUE position timeline

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

Atria Investments, Inc held 17,722 VLUE 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 17,722 shares
    Change vs previous 13F +255 shares

    0.03% of the 13F portfolio, value $3,509,034.

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

  2. period ended2026-06-30
    13F 17,467 shares
    Change vs previous 13F -1,032 shares

    0.03% of the 13F portfolio, value $3,490,105.

    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 18,499 shares
    Change vs previous 13F +8,690 shares

    0.03% of the 13F portfolio, value $2,630,318.

    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 9,809 shares
    Change vs previous 13F +2,388 shares

    0.02% of the 13F portfolio, value $1,341,144.

    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 7,421 shares
    Change vs previous 13F +418 shares

    0.01% of the 13F portfolio, value $927,949.

    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 7,003 shares
    Change vs previous 13F +286 shares

    0.01% of the 13F portfolio, value $792,825.

    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 6,717 shares
    Change vs previous 13F -889 shares

    0.01% of the 13F portfolio, value $716,318.

    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 7,606 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $803,304.

    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).