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Atria Wealth Solutions, Inc.: VNQ position timeline

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

Atria Wealth Solutions, Inc. held 116,987 VNQ 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 116,987 shares
    Change vs previous 13F -146,291 shares

    0.24% of the 13F portfolio, value $10,429,443.

    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 263,278 shares
    Change vs previous 13F -115,190 shares

    0.29% of the 13F portfolio, value $23,837,220.

    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 378,468 shares
    Change vs previous 13F +106,219 shares

    0.37% of the 13F portfolio, value $33,713,894.

    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 272,249 shares
    Change vs previous 13F -3,584 shares

    0.29% of the 13F portfolio, value $26,682,598.

    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 275,833 shares
    Change vs previous 13F -15,149 shares

    0.26% of the 13F portfolio, value $23,301,815.

    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 290,982 shares
    Change vs previous 13F +57,893 shares

    0.28% of the 13F portfolio, value $25,164,178.

    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 233,089 shares
    Change vs previous 13F -2,004 shares

    0.26% of the 13F portfolio, value $20,595,756.

    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 235,093 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $17,891,994.

    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).