Skip to content
Disclosery

Atria Wealth Solutions, Inc.: VLO position timeline

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

Atria Wealth Solutions, Inc. held 7,767 VLO 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 7,767 shares
    Change vs previous 13F -9,382 shares

    0.02% of the 13F portfolio, value $1,051,047.

    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 17,149 shares
    Change vs previous 13F -7,885 shares

    0.03% of the 13F portfolio, value $2,264,914.

    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 25,034 shares
    Change vs previous 13F +749 shares

    0.03% of the 13F portfolio, value $3,068,862.

    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 24,285 shares
    Change vs previous 13F -1,749 shares

    0.04% of the 13F portfolio, value $3,279,012.

    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 26,034 shares
    Change vs previous 13F -3,424 shares

    0.05% of the 13F portfolio, value $4,081,174.

    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 29,458 shares
    Change vs previous 13F +5,203 shares

    0.06% of the 13F portfolio, value $5,028,070.

    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 24,255 shares
    Change vs previous 13F -284 shares

    0.04% of the 13F portfolio, value $3,153,173.

    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 24,539 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,477,459.

    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).