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Atria Wealth Solutions, Inc.: VEA position timeline

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

Atria Wealth Solutions, Inc. held 509,311 VEA 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 509,311 shares
    Change vs previous 13F -1,318,316 shares

    0.66% of the 13F portfolio, value $29,059,528.

    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 1,827,627 shares
    Change vs previous 13F -136,489 shares

    1.12% of the 13F portfolio, value $92,898,269.

    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 1,964,116 shares
    Change vs previous 13F +35,769 shares

    1.03% of the 13F portfolio, value $93,924,008.

    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 1,928,347 shares
    Change vs previous 13F +1,895 shares

    1.11% of the 13F portfolio, value $101,835,988.

    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 1,926,452 shares
    Change vs previous 13F +17,594 shares

    1.06% of the 13F portfolio, value $95,205,261.

    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 1,908,858 shares
    Change vs previous 13F +36,868 shares

    1.08% of the 13F portfolio, value $95,767,357.

    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 1,871,990 shares
    Change vs previous 13F -43,248 shares

    1.13% of the 13F portfolio, value $89,668,339.

    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 1,915,238 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $83,734,241.

    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).