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Disclosery

Atria Wealth Solutions, Inc.: VBK position timeline

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

Atria Wealth Solutions, Inc. held 7,105 VBK 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 7,105 shares
    Change vs previous 13F -335 shares

    0.04% of the 13F portfolio, value $1,985,508.

    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 7,440 shares
    Change vs previous 13F -4,841 shares

    0.02% of the 13F portfolio, value $1,873,154.

    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 12,281 shares
    Change vs previous 13F +5,304 shares

    0.04% of the 13F portfolio, value $3,439,382.

    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 6,977 shares
    Change vs previous 13F -8,000 shares

    0.02% of the 13F portfolio, value $1,865,411.

    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 14,977 shares
    Change vs previous 13F -8,630 shares

    0.04% of the 13F portfolio, value $3,747,473.

    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 23,607 shares
    Change vs previous 13F +401 shares

    0.07% of the 13F portfolio, value $6,154,865.

    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 23,206 shares
    Change vs previous 13F +105 shares

    0.07% of the 13F portfolio, value $5,610,447.

    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 23,101 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $4,947,853.

    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).