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Atria Wealth Solutions, Inc.: VLTO position timeline

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

Atria Wealth Solutions, Inc. held 2,806 VLTO 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 2,806 shares
    Change vs previous 13F -4,123 shares

    0.01% of the 13F portfolio, value $283,396.

    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 6,929 shares
    Change vs previous 13F +1,590 shares

    0.01% of the 13F portfolio, value $675,371.

    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 5,339 shares
    Change vs previous 13F +1,101 shares

    0.01% of the 13F portfolio, value $543,897.

    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 4,238 shares
    Change vs previous 13F +1,972 shares

    0.01% of the 13F portfolio, value $474,241.

    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 2,266 shares
    Change vs previous 13F -268 shares

    <0.01% of the 13F portfolio, value $216,291.

    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 2,534 shares
    Change vs previous 13F -13 shares

    <0.01% of the 13F portfolio, value $224,692.

    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 2,547 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $209,516.

    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).