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Atria Investments, Inc: VXUS position timeline

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

Atria Investments, Inc held 163,207 VXUS 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 163,207 shares
    Change vs previous 13F +10,544 shares

    0.14% of the 13F portfolio, value $13,952,548.

    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 152,663 shares
    Change vs previous 13F -4,675 shares

    0.13% of the 13F portfolio, value $11,771,862.

    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 157,338 shares
    Change vs previous 13F +6,131 shares

    0.13% of the 13F portfolio, value $11,869,560.

    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 151,207 shares
    Change vs previous 13F -12,058 shares

    0.13% of the 13F portfolio, value $11,107,677.

    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 163,265 shares
    Change vs previous 13F +5,391 shares

    0.13% of the 13F portfolio, value $11,279,998.

    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).

  6. period ended2025-03-31
    13F 157,874 shares
    Change vs previous 13F -2,001 shares

    0.13% of the 13F portfolio, value $9,803,975.

    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 159,875 shares
    Change vs previous 13F +10,571 shares

    0.12% of the 13F portfolio, value $9,421,440.

    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 149,304 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $9,665,967.

    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).