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Atria Wealth Solutions, Inc.: VGSH position timeline

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

Atria Wealth Solutions, Inc. held 29,716 VGSH 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 29,716 shares
    Change vs previous 13F -65,257 shares

    0.04% of the 13F portfolio, value $1,740,499.

    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 94,973 shares
    Change vs previous 13F -87,539 shares

    0.07% of the 13F portfolio, value $5,573,983.

    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 182,512 shares
    Change vs previous 13F -13,648 shares

    0.12% of the 13F portfolio, value $10,618,544.

    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 196,160 shares
    Change vs previous 13F -11,430 shares

    0.13% of the 13F portfolio, value $11,577,383.

    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 207,590 shares
    Change vs previous 13F +13,541 shares

    0.13% of the 13F portfolio, value $12,038,117.

    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 194,049 shares
    Change vs previous 13F +5,949 shares

    0.13% of the 13F portfolio, value $11,268,395.

    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 188,100 shares
    Change vs previous 13F -24,990 shares

    0.14% of the 13F portfolio, value $10,971,878.

    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 213,090 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $12,273,969.

    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).