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Atria Wealth Solutions, Inc.: VMBS position timeline

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

Atria Wealth Solutions, Inc. held 134,066 VMBS 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 134,066 shares
    Change vs previous 13F -334,905 shares

    0.14% of the 13F portfolio, value $6,207,859.

    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 468,971 shares
    Change vs previous 13F -6,012 shares

    0.26% of the 13F portfolio, value $21,718,061.

    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 474,983 shares
    Change vs previous 13F +28,902 shares

    0.24% of the 13F portfolio, value $21,535,715.

    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 446,081 shares
    Change vs previous 13F +2,845 shares

    0.23% of the 13F portfolio, value $21,059,556.

    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 443,236 shares
    Change vs previous 13F +8,778 shares

    0.22% of the 13F portfolio, value $20,122,929.

    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 434,458 shares
    Change vs previous 13F +41,514 shares

    0.22% of the 13F portfolio, value $19,815,636.

    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 392,944 shares
    Change vs previous 13F +16,280 shares

    0.23% of the 13F portfolio, value $18,216,846.

    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 376,664 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $16,490,359.

    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).