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Disclosery

Atria Wealth Solutions, Inc.: VIS position timeline

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

Atria Wealth Solutions, Inc. held 31,808 VIS 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 31,808 shares
    Change vs previous 13F -8,305 shares

    0.2% of the 13F portfolio, value $8,959,770.

    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 40,113 shares
    Change vs previous 13F -5,295 shares

    0.12% of the 13F portfolio, value $9,930,039.

    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 45,408 shares
    Change vs previous 13F -1,061 shares

    0.13% of the 13F portfolio, value $11,551,557.

    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 46,469 shares
    Change vs previous 13F -2,780 shares

    0.13% of the 13F portfolio, value $12,111,828.

    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 49,249 shares
    Change vs previous 13F -1,897 shares

    0.13% of the 13F portfolio, value $11,613,752.

    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 51,146 shares
    Change vs previous 13F +21,919 shares

    0.14% of the 13F portfolio, value $12,487,543.

    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 29,227 shares
    Change vs previous 13F -22,232 shares

    0.08% of the 13F portfolio, value $6,442,695.

    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 51,459 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $10,058,626.

    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).