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Atria Wealth Solutions, Inc.: VIGI position timeline

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

Atria Wealth Solutions, Inc. held 6,240 VIGI 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 6,240 shares
    Change vs previous 13F -245 shares

    0.01% of the 13F portfolio, value $562,349.

    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 6,485 shares
    Change vs previous 13F +126 shares

    0.01% of the 13F portfolio, value $537,866.

    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 6,359 shares
    Change vs previous 13F -1,042 shares

    0.01% of the 13F portfolio, value $508,656.

    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 7,401 shares
    Change vs previous 13F -180 shares

    0.01% of the 13F portfolio, value $653,330.

    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 7,581 shares
    Change vs previous 13F +2,763 shares

    0.01% of the 13F portfolio, value $616,144.

    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 4,818 shares
    Change vs previous 13F -109 shares

    <0.01% of the 13F portfolio, value $392,812.

    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 4,927 shares
    Change vs previous 13F -5,062 shares

    <0.01% of the 13F portfolio, value $390,908.

    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 9,989 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $712,515.

    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).