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Disclosery

Atria Investments, Inc: VPU position timeline

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

Atria Investments, Inc held 22,742 VPU 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 22,742 shares
    Change vs previous 13F -8,805 shares

    0.04% of the 13F portfolio, value $3,888,855.

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

  2. period ended2026-06-30
    13F 31,547 shares
    Change vs previous 13F +8,906 shares

    0.06% of the 13F portfolio, value $6,174,744.

    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 22,641 shares
    Change vs previous 13F -642 shares

    0.05% of the 13F portfolio, value $4,486,094.

    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 23,283 shares
    Change vs previous 13F -3,364 shares

    0.05% of the 13F portfolio, value $4,308,218.

    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 26,647 shares
    Change vs previous 13F -84 shares

    0.06% of the 13F portfolio, value $5,047,284.

    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 26,731 shares
    Change vs previous 13F -2,480 shares

    0.06% of the 13F portfolio, value $4,718,289.

    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 29,211 shares
    Change vs previous 13F +836 shares

    0.06% of the 13F portfolio, value $4,989,447.

    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 28,375 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,637,046.

    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).