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Disclosery

Atria Investments, Inc: VYM position timeline

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

Atria Investments, Inc held 49,130 VYM 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 49,130 shares
    Change vs previous 13F +2,095 shares

    0.07% of the 13F portfolio, value $7,624,993.

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

  2. period ended2026-06-30
    13F 47,035 shares
    Change vs previous 13F -1,111 shares

    0.07% of the 13F portfolio, value $7,432,964.

    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 48,146 shares
    Change vs previous 13F -1,064 shares

    0.08% of the 13F portfolio, value $7,130,463.

    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 49,210 shares
    Change vs previous 13F +81 shares

    0.08% of the 13F portfolio, value $7,062,660.

    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 49,129 shares
    Change vs previous 13F -761 shares

    0.08% of the 13F portfolio, value $6,924,792.

    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 49,890 shares
    Change vs previous 13F +5,063 shares

    0.08% of the 13F portfolio, value $6,650,883.

    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 44,827 shares
    Change vs previous 13F -14,944 shares

    0.07% of the 13F portfolio, value $5,780,924.

    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 59,771 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $7,626,159.

    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).