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Disclosery

Atria Investments, Inc: VTV position timeline

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

Atria Investments, Inc held 407,572 VTV 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 407,572 shares
    Change vs previous 13F -418 shares

    0.86% of the 13F portfolio, value $88,068,142.

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

  2. period ended2026-06-30
    13F 407,990 shares
    Change vs previous 13F +26,459 shares

    0.89% of the 13F portfolio, value $88,913,179.

    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 381,531 shares
    Change vs previous 13F -6,068 shares

    0.84% of the 13F portfolio, value $74,856,464.

    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 387,599 shares
    Change vs previous 13F -11,920 shares

    0.84% of the 13F portfolio, value $74,027,529.

    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 399,519 shares
    Change vs previous 13F -12,259 shares

    0.85% of the 13F portfolio, value $74,506,228.

    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 411,778 shares
    Change vs previous 13F -6,700 shares

    0.86% of the 13F portfolio, value $72,777,730.

    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 418,478 shares
    Change vs previous 13F +4,163 shares

    0.93% of the 13F portfolio, value $72,287,847.

    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 414,315 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $70,143,488.

    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).