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Disclosery

Atria Investments, Inc: VV position timeline

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

Atria Investments, Inc held 72,044 VV 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 72,044 shares
    Change vs previous 13F +1,798 shares

    0.25% of the 13F portfolio, value $25,348,813.

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

  2. period ended2026-06-30
    13F 70,246 shares
    Change vs previous 13F +69,243 shares

    0.24% of the 13F portfolio, value $24,158,256.

    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 1,003 shares
    Change vs previous 13F -625 shares

    <0.01% of the 13F portfolio, value $299,747.

    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 1,628 shares
    Change vs previous 13F -35,055 shares

    0.01% of the 13F portfolio, value $512,494.

    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 36,683 shares
    Change vs previous 13F -41,053 shares

    0.13% of the 13F portfolio, value $11,293,315.

    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 77,736 shares
    Change vs previous 13F -1,424 shares

    0.26% of the 13F portfolio, value $22,177,998.

    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 79,160 shares
    Change vs previous 13F -3,082 shares

    0.26% of the 13F portfolio, value $20,346,479.

    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 82,242 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $22,180,649.

    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).