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Disclosery

Atria Investments, Inc: VPL position timeline

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

Atria Investments, Inc held 13,302 VPL shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,302 shares
    Change vs previous 13F +415 shares

    0.02% of the 13F portfolio, value $1,538,960.

    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).

  2. period ended2026-03-31
    13F 12,887 shares
    Change vs previous 13F -28,619 shares

    0.01% of the 13F portfolio, value $1,259,490.

    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).

  3. period ended2025-12-31
    13F 41,506 shares
    Change vs previous 13F -2,163 shares

    0.04% of the 13F portfolio, value $3,752,106.

    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).

  4. period ended2025-09-30
    13F 43,669 shares
    Change vs previous 13F -2,694 shares

    0.04% of the 13F portfolio, value $3,835,880.

    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).

  5. period ended2025-06-30
    13F 46,363 shares
    Change vs previous 13F -43,060 shares

    0.04% of the 13F portfolio, value $3,810,139.

    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).

  6. period ended2025-03-31
    13F 89,423 shares
    Change vs previous 13F -1,117 shares

    0.08% of the 13F portfolio, value $6,479,555.

    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).

  7. period ended2024-12-31
    13F 90,540 shares
    Change vs previous 13F +2,966 shares

    0.08% of the 13F portfolio, value $6,431,954.

    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).

  8. period ended2024-09-30
    13F 87,574 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $6,864,894.

    13F-HR 0001535865-24-000019 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).