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Atria Investments, Inc: VOE position timeline

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

Atria Investments, Inc held 34,144 VOE 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 34,144 shares
    Change vs previous 13F +291 shares

    0.07% of the 13F portfolio, value $6,676,209.

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

  2. period ended2026-06-30
    13F 33,853 shares
    Change vs previous 13F +481 shares

    0.07% of the 13F portfolio, value $6,689,321.

    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 33,372 shares
    Change vs previous 13F -7,992 shares

    0.07% of the 13F portfolio, value $6,149,712.

    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 41,364 shares
    Change vs previous 13F +13,445 shares

    0.08% of the 13F portfolio, value $7,336,720.

    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 27,919 shares
    Change vs previous 13F +2,924 shares

    0.06% of the 13F portfolio, value $4,874,166.

    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 24,995 shares
    Change vs previous 13F +1,751 shares

    0.05% of the 13F portfolio, value $4,110,652.

    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 23,244 shares
    Change vs previous 13F -1,968 shares

    0.05% of the 13F portfolio, value $3,731,567.

    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 25,212 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,078,525.

    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).