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Atria Wealth Solutions, Inc.: VEU position timeline

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

Atria Wealth Solutions, Inc. held 99,748 VEU 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 99,748 shares
    Change vs previous 13F -119,588 shares

    0.15% of the 13F portfolio, value $6,729,833.

    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 219,336 shares
    Change vs previous 13F -4,978 shares

    0.16% of the 13F portfolio, value $13,304,959.

    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 224,314 shares
    Change vs previous 13F +3,847 shares

    0.14% of the 13F portfolio, value $12,877,918.

    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 220,467 shares
    Change vs previous 13F +10,400 shares

    0.15% of the 13F portfolio, value $13,889,426.

    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 210,067 shares
    Change vs previous 13F +554 shares

    0.14% of the 13F portfolio, value $12,318,277.

    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 209,513 shares
    Change vs previous 13F +6,098 shares

    0.14% of the 13F portfolio, value $12,287,960.

    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 203,415 shares
    Change vs previous 13F +1,496 shares

    0.14% of the 13F portfolio, value $11,419,698.

    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 201,919 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $10,473,557.

    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).