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Atria Wealth Solutions, Inc.: VBR position timeline

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

Atria Wealth Solutions, Inc. held 34,015 VBR 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 34,015 shares
    Change vs previous 13F -6,258 shares

    0.15% of the 13F portfolio, value $6,743,097.

    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 40,273 shares
    Change vs previous 13F -10,287 shares

    0.09% of the 13F portfolio, value $7,502,494.

    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 50,560 shares
    Change vs previous 13F +12,123 shares

    0.11% of the 13F portfolio, value $10,020,044.

    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 38,437 shares
    Change vs previous 13F -29,177 shares

    0.08% of the 13F portfolio, value $7,717,390.

    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 67,614 shares
    Change vs previous 13F -7,288 shares

    0.14% of the 13F portfolio, value $12,357,141.

    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 74,902 shares
    Change vs previous 13F -3,439 shares

    0.16% of the 13F portfolio, value $14,372,252.

    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 78,341 shares
    Change vs previous 13F +5,149 shares

    0.18% of the 13F portfolio, value $14,098,932.

    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 73,192 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $11,673,426.

    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).