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Disclosery

Atria Wealth Solutions, Inc.: VAW position timeline

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

Atria Wealth Solutions, Inc. held 17,025 VAW 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 17,025 shares
    Change vs previous 13F -7,703 shares

    0.08% of the 13F portfolio, value $3,380,319.

    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 24,728 shares
    Change vs previous 13F -4,918 shares

    0.06% of the 13F portfolio, value $4,668,947.

    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 29,646 shares
    Change vs previous 13F -21,439 shares

    0.06% of the 13F portfolio, value $5,568,752.

    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 51,085 shares
    Change vs previous 13F -2,792 shares

    0.12% of the 13F portfolio, value $10,837,558.

    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 53,877 shares
    Change vs previous 13F -2,530 shares

    0.12% of the 13F portfolio, value $10,413,411.

    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 56,407 shares
    Change vs previous 13F +26,747 shares

    0.13% of the 13F portfolio, value $11,531,161.

    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 29,660 shares
    Change vs previous 13F -24,447 shares

    0.07% of the 13F portfolio, value $5,633,604.

    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 54,107 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $9,370,425.

    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).