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Atria Investments, Inc: VNQ position timeline

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

Atria Investments, Inc held 45,110 VNQ 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 45,110 shares
    Change vs previous 13F +1,110 shares

    0.04% of the 13F portfolio, value $4,043,240.

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

  2. period ended2026-06-30
    13F 44,000 shares
    Change vs previous 13F +5,717 shares

    0.04% of the 13F portfolio, value $4,242,948.

    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 38,283 shares
    Change vs previous 13F +12,767 shares

    0.04% of the 13F portfolio, value $3,395,674.

    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 25,516 shares
    Change vs previous 13F +842 shares

    0.03% of the 13F portfolio, value $2,257,867.

    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).

  5. period ended2025-09-30
    13F 24,674 shares
    Change vs previous 13F -5,017 shares

    0.03% of the 13F portfolio, value $2,255,705.

    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 29,691 shares
    Change vs previous 13F -19,122 shares

    0.03% of the 13F portfolio, value $2,644,268.

    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 48,813 shares
    Change vs previous 13F -2,139 shares

    0.06% of the 13F portfolio, value $4,419,486.

    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 50,952 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,538,760.

    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).