Skip to content
Disclosery

Atria Investments, Inc: VO position timeline

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

Atria Investments, Inc held 143,556 VO 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 143,556 shares
    Change vs previous 13F +11,801 shares

    0.11% of the 13F portfolio, value $11,257,626.

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

  2. period ended2026-06-30
    13F 131,755 shares
    Change vs previous 13F +120,693 shares

    0.11% of the 13F portfolio, value $10,615,535.

    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 11,062 shares
    Change vs previous 13F -10,410 shares

    0.04% of the 13F portfolio, value $3,176,666.

    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 21,472 shares
    Change vs previous 13F -1,111 shares

    0.07% of the 13F portfolio, value $6,231,491.

    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 22,583 shares
    Change vs previous 13F +1,061 shares

    0.08% of the 13F portfolio, value $6,633,455.

    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 21,522 shares
    Change vs previous 13F +7,794 shares

    0.07% of the 13F portfolio, value $6,022,595.

    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 13,728 shares
    Change vs previous 13F -2,678 shares

    0.05% of the 13F portfolio, value $3,550,377.

    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 16,406 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,333,300.

    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).