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Disclosery

Atria Wealth Solutions, Inc.: VO position timeline

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

Atria Wealth Solutions, Inc. held 47,820 VO 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 47,820 shares
    Change vs previous 13F -14,011 shares

    0.3% of the 13F portfolio, value $13,445,218.

    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 61,831 shares
    Change vs previous 13F -23,217 shares

    0.19% of the 13F portfolio, value $15,990,822.

    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 85,048 shares
    Change vs previous 13F -6,525 shares

    0.25% of the 13F portfolio, value $22,463,770.

    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 91,573 shares
    Change vs previous 13F -1,542 shares

    0.26% of the 13F portfolio, value $24,159,580.

    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 93,115 shares
    Change vs previous 13F -23,457 shares

    0.25% of the 13F portfolio, value $22,595,735.

    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 116,572 shares
    Change vs previous 13F +3,537 shares

    0.33% of the 13F portfolio, value $29,126,681.

    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 113,035 shares
    Change vs previous 13F +3,663 shares

    0.33% of the 13F portfolio, value $26,296,562.

    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 109,372 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $22,775,538.

    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).