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Atria Investments, Inc: VOO position timeline

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

Atria Investments, Inc held 230,049 VOO 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 230,049 shares
    Change vs previous 13F -71,793 shares

    1.57% of the 13F portfolio, value $161,232,322.

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

  2. period ended2026-06-30
    13F 301,842 shares
    Change vs previous 13F +44,327 shares

    2.08% of the 13F portfolio, value $207,308,001.

    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 257,515 shares
    Change vs previous 13F +70,575 shares

    1.72% of the 13F portfolio, value $153,877,860.

    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 186,940 shares
    Change vs previous 13F +15,718 shares

    1.33% of the 13F portfolio, value $117,235,890.

    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 171,222 shares
    Change vs previous 13F +7,619 shares

    1.2% of the 13F portfolio, value $104,852,855.

    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 163,603 shares
    Change vs previous 13F -3,292 shares

    1.1% of the 13F portfolio, value $92,931,673.

    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 166,895 shares
    Change vs previous 13F -11,138 shares

    1.1% of the 13F portfolio, value $85,768,796.

    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 178,033 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $95,925,892.

    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).