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Atria Wealth Solutions, Inc.: VGT position timeline

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

Atria Wealth Solutions, Inc. held 31,891 VGT 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 31,891 shares
    Change vs previous 13F -8,757 shares

    0.48% of the 13F portfolio, value $21,206,161.

    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 40,648 shares
    Change vs previous 13F -5,348 shares

    0.27% of the 13F portfolio, value $22,046,678.

    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 45,996 shares
    Change vs previous 13F -913 shares

    0.31% of the 13F portfolio, value $28,600,367.

    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 46,909 shares
    Change vs previous 13F -3,176 shares

    0.3% of the 13F portfolio, value $27,542,401.

    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 50,085 shares
    Change vs previous 13F +136 shares

    0.32% of the 13F portfolio, value $28,902,614.

    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 49,949 shares
    Change vs previous 13F +9,447 shares

    0.3% of the 13F portfolio, value $26,190,563.

    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 40,502 shares
    Change vs previous 13F -8,939 shares

    0.25% of the 13F portfolio, value $19,602,875.

    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 49,441 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $20,540,935.

    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).