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Atria Investments, Inc: VYMI position timeline

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

Atria Investments, Inc held 116,705 VYMI 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 116,705 shares
    Change vs previous 13F +1,643 shares

    0.11% of the 13F portfolio, value $11,802,427.

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

  2. period ended2026-06-30
    13F 115,062 shares
    Change vs previous 13F -1,033 shares

    0.11% of the 13F portfolio, value $11,299,117.

    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 116,095 shares
    Change vs previous 13F +7,042 shares

    0.12% of the 13F portfolio, value $10,940,776.

    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 109,053 shares
    Change vs previous 13F -3,639 shares

    0.11% of the 13F portfolio, value $9,814,773.

    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 112,692 shares
    Change vs previous 13F -14,834 shares

    0.11% of the 13F portfolio, value $9,542,762.

    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 127,526 shares
    Change vs previous 13F +4,201 shares

    0.12% of the 13F portfolio, value $10,216,090.

    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 123,325 shares
    Change vs previous 13F -7,032 shares

    0.12% of the 13F portfolio, value $9,087,801.

    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 130,357 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $8,848,658.

    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).