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Atria Investments, Inc: VTES position timeline

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

Atria Investments, Inc held 29,632 VTES 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 29,632 shares
    Change vs previous 13F +2,793 shares

    0.03% of the 13F portfolio, value $3,001,976.

    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 26,839 shares
    Change vs previous 13F +4,854 shares

    0.03% of the 13F portfolio, value $2,714,490.

    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 21,985 shares
    Change vs previous 13F -4,235 shares

    0.03% of the 13F portfolio, value $2,233,149.

    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 26,220 shares
    Change vs previous 13F +1,291 shares

    0.03% of the 13F portfolio, value $2,672,433.

    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 24,929 shares
    Change vs previous 13F +2,786 shares

    0.03% of the 13F portfolio, value $2,516,067.

    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 22,143 shares
    Change vs previous 13F +12,419 shares

    0.03% of the 13F portfolio, value $2,225,612.

    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 9,724 shares
    Change vs previous 13F +5,123 shares

    0.01% of the 13F portfolio, value $974,837.

    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 4,601 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $466,633.

    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).