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Atria Wealth Solutions, Inc.: VIG position timeline

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

Atria Wealth Solutions, Inc. held 172,024 VIG 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 172,024 shares
    Change vs previous 13F -168,690 shares

    0.8% of the 13F portfolio, value $35,396,299.

    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 340,714 shares
    Change vs previous 13F -13,363 shares

    0.8% of the 13F portfolio, value $66,095,199.

    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 354,077 shares
    Change vs previous 13F -28,254 shares

    0.76% of the 13F portfolio, value $69,338,655.

    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 382,331 shares
    Change vs previous 13F -27,036 shares

    0.82% of the 13F portfolio, value $75,893,610.

    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 409,367 shares
    Change vs previous 13F -8,764 shares

    0.83% of the 13F portfolio, value $74,863,820.

    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 418,131 shares
    Change vs previous 13F +29,388 shares

    0.86% of the 13F portfolio, value $76,354,937.

    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 388,743 shares
    Change vs previous 13F +14,159 shares

    0.83% of the 13F portfolio, value $66,241,779.

    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 374,584 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $58,319,180.

    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).