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Atria Wealth Solutions, Inc.: VGLT position timeline

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

Atria Wealth Solutions, Inc. held 4,167 VGLT 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 4,167 shares
    Change vs previous 13F -838 shares

    0.01% of the 13F portfolio, value $233,852.

    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 5,005 shares
    Change vs previous 13F -19 shares

    <0.01% of the 13F portfolio, value $288,338.

    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 5,024 shares
    Change vs previous 13F -17,574 shares

    <0.01% of the 13F portfolio, value $278,078.

    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 22,598 shares
    Change vs previous 13F -8,306 shares

    0.02% of the 13F portfolio, value $1,390,708.

    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 30,904 shares
    Change vs previous 13F +9,474 shares

    0.02% of the 13F portfolio, value $1,782,601.

    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 21,430 shares
    Change vs previous 13F +16,899 shares

    0.01% of the 13F portfolio, value $1,269,533.

    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 4,531 shares
    Change vs previous 13F -1,906 shares

    <0.01% of the 13F portfolio, value $278,820.

    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 6,437 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $357,338.

    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).