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Atria Wealth Solutions, Inc.: VGIT position timeline

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

Atria Wealth Solutions, Inc. held 77,506 VGIT 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 77,506 shares
    Change vs previous 13F -25,442 shares

    0.1% of the 13F portfolio, value $4,617,685.

    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 102,948 shares
    Change vs previous 13F +23,432 shares

    0.07% of the 13F portfolio, value $6,115,114.

    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 79,516 shares
    Change vs previous 13F -11,072 shares

    0.05% of the 13F portfolio, value $4,611,925.

    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 90,588 shares
    Change vs previous 13F -263 shares

    0.06% of the 13F portfolio, value $5,473,288.

    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 90,851 shares
    Change vs previous 13F +7,489 shares

    0.06% of the 13F portfolio, value $5,290,251.

    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 83,362 shares
    Change vs previous 13F +15,308 shares

    0.06% of the 13F portfolio, value $4,880,814.

    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 68,054 shares
    Change vs previous 13F -15,875 shares

    0.05% of the 13F portfolio, value $4,036,997.

    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 83,929 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $4,796,534.

    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).