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Disclosery

Atria Investments, Inc: VSH position timeline

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

Atria Investments, Inc held 20,252 VSH 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 20,252 shares
    Change vs previous 13F -4,889 shares

    0.01% of the 13F portfolio, value $659,206.

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

  2. period ended2026-06-30
    13F 25,141 shares
    Change vs previous 13F -588 shares

    0.01% of the 13F portfolio, value $1,352,070.

    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 25,729 shares
    Change vs previous 13F -62 shares

    0.01% of the 13F portfolio, value $463,118.

    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 25,791 shares
    Change vs previous 13F +1,530 shares

    <0.01% of the 13F portfolio, value $373,717.

    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 24,261 shares
    Change vs previous 13F -1,217 shares

    <0.01% of the 13F portfolio, value $371,192.

    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 25,478 shares
    Change vs previous 13F +4,423 shares

    <0.01% of the 13F portfolio, value $404,586.

    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 21,055 shares
    Change vs previous 13F +2,265 shares

    <0.01% of the 13F portfolio, value $334,778.

    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 18,790 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $318,300.

    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).