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Atria Wealth Solutions, Inc.: VNLA position timeline

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

Atria Wealth Solutions, Inc. held 42,157 VNLA 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 42,157 shares
    Change vs previous 13F -4,245 shares

    0.05% of the 13F portfolio, value $2,066,536.

    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 46,402 shares
    Change vs previous 13F +30,986 shares

    0.03% of the 13F portfolio, value $2,280,665.

    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 15,416 shares
    Change vs previous 13F +1,034 shares

    0.01% of the 13F portfolio, value $753,985.

    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 14,382 shares
    Change vs previous 13F +5,854 shares

    0.01% of the 13F portfolio, value $705,292.

    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 8,528 shares
    Change vs previous 13F +487 shares

    <0.01% of the 13F portfolio, value $413,966.

    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 8,041 shares
    Change vs previous 13F -445 shares

    <0.01% of the 13F portfolio, value $389,967.

    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 8,486 shares
    Change vs previous 13F -1,074 shares

    0.01% of the 13F portfolio, value $410,038.

    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 9,560 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $458,607.

    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).