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Disclosery

Atria Wealth Solutions, Inc.: VMC position timeline

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

Atria Wealth Solutions, Inc. held 2,013 VMC 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 2,013 shares
    Change vs previous 13F -1,857 shares

    0.01% of the 13F portfolio, value $525,904.

    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 3,870 shares
    Change vs previous 13F +281 shares

    0.01% of the 13F portfolio, value $902,981.

    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 3,589 shares
    Change vs previous 13F -5 shares

    0.01% of the 13F portfolio, value $923,353.

    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 3,594 shares
    Change vs previous 13F +195 shares

    0.01% of the 13F portfolio, value $900,098.

    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 3,399 shares
    Change vs previous 13F -291 shares

    0.01% of the 13F portfolio, value $845,494.

    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 3,690 shares
    Change vs previous 13F +116 shares

    0.01% of the 13F portfolio, value $1,007,348.

    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 3,574 shares
    Change vs previous 13F +163 shares

    0.01% of the 13F portfolio, value $811,397.

    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 3,411 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $689,177.

    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).