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Atria Wealth Solutions, Inc.: VCR position timeline

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

Atria Wealth Solutions, Inc. held 25,201 VCR 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 25,201 shares
    Change vs previous 13F +5,295 shares

    0.21% of the 13F portfolio, value $9,183,353.

    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 19,906 shares
    Change vs previous 13F -17,241 shares

    0.08% of the 13F portfolio, value $6,479,722.

    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 37,147 shares
    Change vs previous 13F -1,131 shares

    0.15% of the 13F portfolio, value $13,944,241.

    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 38,278 shares
    Change vs previous 13F -1,978 shares

    0.14% of the 13F portfolio, value $13,056,862.

    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 40,256 shares
    Change vs previous 13F -1,146 shares

    0.14% of the 13F portfolio, value $12,592,259.

    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 41,402 shares
    Change vs previous 13F +17,477 shares

    0.15% of the 13F portfolio, value $13,154,713.

    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 23,925 shares
    Change vs previous 13F -18,118 shares

    0.09% of the 13F portfolio, value $7,286,451.

    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 42,043 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $11,345,938.

    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).