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Disclosery

Atria Wealth Solutions, Inc.: VALE position timeline

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

Atria Wealth Solutions, Inc. held 14,279 VALE 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 14,279 shares
    Change vs previous 13F -10,326 shares

    <0.01% of the 13F portfolio, value $138,646.

    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 24,605 shares
    Change vs previous 13F -2,084 shares

    <0.01% of the 13F portfolio, value $245,554.

    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 26,689 shares
    Change vs previous 13F +12,801 shares

    <0.01% of the 13F portfolio, value $236,790.

    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 13,888 shares
    Change vs previous 13F -37,234 shares

    <0.01% of the 13F portfolio, value $162,216.

    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 51,122 shares
    Change vs previous 13F -21,882 shares

    0.01% of the 13F portfolio, value $571,035.

    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 73,004 shares
    Change vs previous 13F +25,061 shares

    0.01% of the 13F portfolio, value $889,920.

    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).

  7. period ended2023-12-31
    13F 47,943 shares
    Change vs previous 13F +15,099 shares

    0.01% of the 13F portfolio, value $760,365.

    13F-HR 0001420506-24-000118 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).

  8. period ended2023-09-30
    13F 32,844 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $440,113.

    13F-HR 0001420506-23-001936 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).