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Atria Wealth Solutions, Inc.: VEEV position timeline

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

Atria Wealth Solutions, Inc. held 2,739 VEEV 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 2,739 shares
    Change vs previous 13F -1,616 shares

    0.02% of the 13F portfolio, value $788,674.

    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 4,355 shares
    Change vs previous 13F -5,631 shares

    0.01% of the 13F portfolio, value $1,008,771.

    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 9,986 shares
    Change vs previous 13F -2,381 shares

    0.02% of the 13F portfolio, value $2,099,635.

    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 12,367 shares
    Change vs previous 13F -701 shares

    0.03% of the 13F portfolio, value $2,595,560.

    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 13,068 shares
    Change vs previous 13F -1,700 shares

    0.03% of the 13F portfolio, value $2,391,661.

    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 14,768 shares
    Change vs previous 13F -2,071 shares

    0.04% of the 13F portfolio, value $3,421,743.

    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 16,839 shares
    Change vs previous 13F -1,597 shares

    0.04% of the 13F portfolio, value $3,241,848.

    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 18,436 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,750,900.

    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).