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Disclosery

Atria Investments, Inc: VWOB position timeline

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

Atria Investments, Inc held 72,336 VWOB 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 72,336 shares
    Change vs previous 13F +33,368 shares

    0.04% of the 13F portfolio, value $4,566,582.

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

  2. period ended2026-06-30
    13F 38,968 shares
    Change vs previous 13F +15,890 shares

    0.03% of the 13F portfolio, value $2,620,227.

    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 23,078 shares
    Change vs previous 13F -160 shares

    0.02% of the 13F portfolio, value $1,516,002.

    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 23,238 shares
    Change vs previous 13F +11,446 shares

    0.02% of the 13F portfolio, value $1,566,940.

    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 11,792 shares
    Change vs previous 13F -13,622 shares

    0.01% of the 13F portfolio, value $788,877.

    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 25,414 shares
    Change vs previous 13F -40,985 shares

    0.02% of the 13F portfolio, value $1,660,827.

    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 66,399 shares
    Change vs previous 13F +25,980 shares

    0.05% of the 13F portfolio, value $4,262,797.

    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 40,419 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,552,435.

    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).