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Atria Wealth Solutions, Inc.: GVI position timeline

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

Atria Wealth Solutions, Inc. held 4,390 GVI shares at 2025-06-30 per its 13F-HR filed 2025-07-25.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 4,390 shares
    Change vs previous 13F -2,241 shares

    0.01% of the 13F portfolio, value $468,786.

    13F-HR 0001420506-25-001582 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-03-31
    13F 6,631 shares
    Change vs previous 13F +127 shares

    0.01% of the 13F portfolio, value $702,989.

    13F-HR 0001420506-25-000956 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-12-31
    13F 6,504 shares
    Change vs previous 13F +392 shares

    0.01% of the 13F portfolio, value $677,996.

    13F-HR 0001420506-25-000086 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-09-30
    13F 6,112 shares
    Change vs previous 13F +1,559 shares

    0.01% of the 13F portfolio, value $654,662.

    13F-HR 0001420506-24-002255 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-06-30
    13F 4,553 shares
    Change vs previous 13F -117 shares

    0.01% of the 13F portfolio, value $472,313.

    13F-HR 0001420506-24-001135 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-03-31
    13F 4,670 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $485,617.

    13F-HR 0001420506-24-000768 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).