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Atria Investments, Inc: VMBS position timeline

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

Atria Investments, Inc held 208,327 VMBS 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 208,327 shares
    Change vs previous 13F -39,672 shares

    0.09% of the 13F portfolio, value $9,251,799.

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

  2. period ended2026-06-30
    13F 247,999 shares
    Change vs previous 13F +8,898 shares

    0.12% of the 13F portfolio, value $11,608,822.

    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 239,101 shares
    Change vs previous 13F +7,400 shares

    0.13% of the 13F portfolio, value $11,225,814.

    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 231,701 shares
    Change vs previous 13F +3,901 shares

    0.12% of the 13F portfolio, value $10,908,499.

    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 227,800 shares
    Change vs previous 13F -24,066 shares

    0.12% of the 13F portfolio, value $10,697,506.

    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 251,866 shares
    Change vs previous 13F -37,327 shares

    0.14% of the 13F portfolio, value $11,671,470.

    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 289,193 shares
    Change vs previous 13F +13,031 shares

    0.17% of the 13F portfolio, value $13,392,534.

    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 276,162 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $12,521,167.

    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).