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Atria Investments, Inc: VZ position timeline

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

Atria Investments, Inc held 373,407 VZ 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 373,407 shares
    Change vs previous 13F +24,865 shares

    0.17% of the 13F portfolio, value $17,128,160.

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

  2. period ended2026-06-30
    13F 348,542 shares
    Change vs previous 13F +35,655 shares

    0.15% of the 13F portfolio, value $14,757,287.

    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 312,887 shares
    Change vs previous 13F +8,138 shares

    0.18% of the 13F portfolio, value $15,706,920.

    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 304,749 shares
    Change vs previous 13F -33,694 shares

    0.14% of the 13F portfolio, value $12,412,410.

    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 338,443 shares
    Change vs previous 13F -28,240 shares

    0.17% of the 13F portfolio, value $14,874,549.

    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 366,683 shares
    Change vs previous 13F -243 shares

    0.19% of the 13F portfolio, value $15,866,382.

    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 366,926 shares
    Change vs previous 13F +4,442 shares

    0.21% of the 13F portfolio, value $16,643,783.

    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 362,484 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $14,495,747.

    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).