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Atria Wealth Solutions, Inc.: VCLT position timeline

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

Atria Wealth Solutions, Inc. held 11,817 VCLT 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 11,817 shares
    Change vs previous 13F -5,764 shares

    0.02% of the 13F portfolio, value $894,906.

    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 17,581 shares
    Change vs previous 13F +406 shares

    0.02% of the 13F portfolio, value $1,334,595.

    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 17,175 shares
    Change vs previous 13F -8,107 shares

    0.01% of the 13F portfolio, value $1,284,324.

    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 25,282 shares
    Change vs previous 13F +4,776 shares

    0.02% of the 13F portfolio, value $2,053,640.

    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 20,506 shares
    Change vs previous 13F -32,342 shares

    0.02% of the 13F portfolio, value $1,555,584.

    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 52,848 shares
    Change vs previous 13F +36,564 shares

    0.05% of the 13F portfolio, value $4,134,317.

    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 16,284 shares
    Change vs previous 13F -7,664 shares

    0.02% of the 13F portfolio, value $1,305,158.

    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 23,948 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,715,205.

    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).