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Disclosery

Atria Investments, Inc: VTI position timeline

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

Atria Investments, Inc held 246,849 VTI 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 246,849 shares
    Change vs previous 13F +4,199 shares

    0.9% of the 13F portfolio, value $92,380,819.

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

  2. period ended2026-06-30
    13F 242,650 shares
    Change vs previous 13F +74,771 shares

    0.9% of the 13F portfolio, value $89,790,324.

    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 167,879 shares
    Change vs previous 13F +60,056 shares

    0.6% of the 13F portfolio, value $53,857,365.

    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 107,823 shares
    Change vs previous 13F -3,106 shares

    0.41% of the 13F portfolio, value $36,149,851.

    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 110,929 shares
    Change vs previous 13F -4,356 shares

    0.42% of the 13F portfolio, value $36,403,512.

    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 115,285 shares
    Change vs previous 13F +9,937 shares

    0.41% of the 13F portfolio, value $35,038,626.

    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 105,348 shares
    Change vs previous 13F -4,381 shares

    0.37% of the 13F portfolio, value $28,953,802.

    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 109,729 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $31,800,531.

    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).