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Atria Wealth Solutions, Inc.: VCSH position timeline

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

Atria Wealth Solutions, Inc. held 57,368 VCSH 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 57,368 shares
    Change vs previous 13F -32,708 shares

    0.1% of the 13F portfolio, value $4,550,606.

    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 90,076 shares
    Change vs previous 13F -22,018 shares

    0.09% of the 13F portfolio, value $7,110,623.

    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 112,094 shares
    Change vs previous 13F +6,442 shares

    0.1% of the 13F portfolio, value $8,744,444.

    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 105,652 shares
    Change vs previous 13F -4,935 shares

    0.09% of the 13F portfolio, value $8,390,791.

    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 110,587 shares
    Change vs previous 13F +6,149 shares

    0.09% of the 13F portfolio, value $8,545,519.

    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 104,438 shares
    Change vs previous 13F -2,223 shares

    0.09% of the 13F portfolio, value $8,074,109.

    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 106,661 shares
    Change vs previous 13F -5,188 shares

    0.1% of the 13F portfolio, value $8,252,361.

    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 111,849 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $8,405,443.

    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).