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Atria Investments, Inc: VTIP position timeline

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

Atria Investments, Inc held 395,897 VTIP 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 395,897 shares
    Change vs previous 13F +189,831 shares

    0.2% of the 13F portfolio, value $19,885,913.

    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 206,066 shares
    Change vs previous 13F +151,411 shares

    0.12% of the 13F portfolio, value $10,292,975.

    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 54,655 shares
    Change vs previous 13F +302 shares

    0.03% of the 13F portfolio, value $2,703,215.

    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 54,353 shares
    Change vs previous 13F -15,159 shares

    0.03% of the 13F portfolio, value $2,751,892.

    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 69,512 shares
    Change vs previous 13F +12,784 shares

    0.04% of the 13F portfolio, value $3,494,368.

    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 56,728 shares
    Change vs previous 13F +24,191 shares

    0.04% of the 13F portfolio, value $2,830,727.

    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 32,537 shares
    Change vs previous 13F +12,838 shares

    0.02% of the 13F portfolio, value $1,575,442.

    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 19,699 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $971,358.

    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).