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Atria Wealth Solutions, Inc.: VHT position timeline

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

Atria Wealth Solutions, Inc. held 25,838 VHT 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 25,838 shares
    Change vs previous 13F -20,362 shares

    0.15% of the 13F portfolio, value $6,430,708.

    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 46,200 shares
    Change vs previous 13F -3,668 shares

    0.15% of the 13F portfolio, value $12,230,784.

    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 49,868 shares
    Change vs previous 13F -16,456 shares

    0.14% of the 13F portfolio, value $12,651,068.

    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 66,324 shares
    Change vs previous 13F -2,255 shares

    0.2% of the 13F portfolio, value $18,772,492.

    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 68,579 shares
    Change vs previous 13F -2,024 shares

    0.2% of the 13F portfolio, value $18,282,494.

    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 70,603 shares
    Change vs previous 13F +35,817 shares

    0.22% of the 13F portfolio, value $19,099,754.

    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 34,786 shares
    Change vs previous 13F -24,924 shares

    0.11% of the 13F portfolio, value $8,720,902.

    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 59,710 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $14,064,993.

    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).