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Atria Wealth Solutions, Inc.: VDE position timeline

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

Atria Wealth Solutions, Inc. held 33,599 VDE 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 33,599 shares
    Change vs previous 13F -21,177 shares

    0.09% of the 13F portfolio, value $4,047,288.

    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 54,776 shares
    Change vs previous 13F -12,371 shares

    0.09% of the 13F portfolio, value $7,104,932.

    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 67,147 shares
    Change vs previous 13F -516 shares

    0.09% of the 13F portfolio, value $8,145,561.

    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 67,663 shares
    Change vs previous 13F -37,361 shares

    0.09% of the 13F portfolio, value $8,335,473.

    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 105,024 shares
    Change vs previous 13F -3,158 shares

    0.15% of the 13F portfolio, value $13,472,860.

    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 108,182 shares
    Change vs previous 13F +1,515 shares

    0.16% of the 13F portfolio, value $14,247,551.

    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 106,667 shares
    Change vs previous 13F -926 shares

    0.16% of the 13F portfolio, value $12,509,869.

    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 107,593 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $13,707,087.

    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).