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Atria Wealth Solutions, Inc.: VCIT position timeline

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

Atria Wealth Solutions, Inc. held 120,541 VCIT 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 120,541 shares
    Change vs previous 13F -52,221 shares

    0.23% of the 13F portfolio, value $9,984,173.

    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 172,762 shares
    Change vs previous 13F -15,808 shares

    0.17% of the 13F portfolio, value $14,125,036.

    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 188,570 shares
    Change vs previous 13F +30,622 shares

    0.17% of the 13F portfolio, value $15,136,588.

    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 157,948 shares
    Change vs previous 13F +24,521 shares

    0.14% of the 13F portfolio, value $13,228,168.

    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 133,427 shares
    Change vs previous 13F -8,067 shares

    0.12% of the 13F portfolio, value $10,664,772.

    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 141,494 shares
    Change vs previous 13F +20,217 shares

    0.13% of the 13F portfolio, value $11,391,751.

    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 121,277 shares
    Change vs previous 13F -8,053 shares

    0.12% of the 13F portfolio, value $9,857,444.

    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 129,330 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $9,826,528.

    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).