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Disclosery

Atria Wealth Solutions, Inc.: VB position timeline

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

Atria Wealth Solutions, Inc. held 62,308 VB 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 62,308 shares
    Change vs previous 13F -55,013 shares

    0.34% of the 13F portfolio, value $14,896,890.

    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 117,321 shares
    Change vs previous 13F -15,018 shares

    0.31% of the 13F portfolio, value $26,015,912.

    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 132,339 shares
    Change vs previous 13F -14,632 shares

    0.35% of the 13F portfolio, value $31,798,309.

    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 146,971 shares
    Change vs previous 13F +12,361 shares

    0.38% of the 13F portfolio, value $34,938,775.

    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 134,610 shares
    Change vs previous 13F +2,212 shares

    0.33% of the 13F portfolio, value $29,416,682.

    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 132,398 shares
    Change vs previous 13F +3,741 shares

    0.34% of the 13F portfolio, value $30,264,908.

    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 128,657 shares
    Change vs previous 13F +10,407 shares

    0.35% of the 13F portfolio, value $27,446,251.

    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 118,250 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $22,357,669.

    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).