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Disclosery

Atria Investments, Inc: VRT position timeline

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

Atria Investments, Inc held 29,097 VRT 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 29,097 shares
    Change vs previous 13F +11,078 shares

    0.07% of the 13F portfolio, value $7,021,461.

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

  2. period ended2026-06-30
    13F 18,019 shares
    Change vs previous 13F +2,964 shares

    0.06% of the 13F portfolio, value $6,033,135.

    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 15,055 shares
    Change vs previous 13F +8,951 shares

    0.04% of the 13F portfolio, value $3,772,447.

    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 6,104 shares
    Change vs previous 13F -1,546 shares

    0.01% of the 13F portfolio, value $988,878.

    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 7,650 shares
    Change vs previous 13F -7,441 shares

    0.01% of the 13F portfolio, value $1,154,113.

    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 15,091 shares
    Change vs previous 13F +4,437 shares

    0.02% of the 13F portfolio, value $1,937,857.

    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 10,654 shares
    Change vs previous 13F -5,671 shares

    0.01% of the 13F portfolio, value $769,183.

    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 16,325 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,854,722.

    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).