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Disclosery

Atria Wealth Solutions, Inc.: VFH position timeline

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

Atria Wealth Solutions, Inc. held 70,760 VFH 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 70,760 shares
    Change vs previous 13F -23,534 shares

    0.2% of the 13F portfolio, value $9,050,382.

    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 94,294 shares
    Change vs previous 13F -25,029 shares

    0.14% of the 13F portfolio, value $11,265,266.

    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 119,323 shares
    Change vs previous 13F -733 shares

    0.15% of the 13F portfolio, value $14,088,505.

    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 120,056 shares
    Change vs previous 13F -7,838 shares

    0.14% of the 13F portfolio, value $13,247,459.

    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 127,894 shares
    Change vs previous 13F -11,944 shares

    0.14% of the 13F portfolio, value $12,819,767.

    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 139,838 shares
    Change vs previous 13F +49,152 shares

    0.16% of the 13F portfolio, value $14,317,978.

    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 90,686 shares
    Change vs previous 13F -49,677 shares

    0.11% of the 13F portfolio, value $8,366,708.

    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 140,363 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $11,327,036.

    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).