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Disclosery

Atria Wealth Solutions, Inc.: VOD position timeline

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

Atria Wealth Solutions, Inc. held 16,612 VOD 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 16,612 shares
    Change vs previous 13F -10,951 shares

    <0.01% of the 13F portfolio, value $180,880.

    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 27,563 shares
    Change vs previous 13F -7,355 shares

    <0.01% of the 13F portfolio, value $258,261.

    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 34,918 shares
    Change vs previous 13F -18,833 shares

    <0.01% of the 13F portfolio, value $300,215.

    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 53,751 shares
    Change vs previous 13F -5,691 shares

    0.01% of the 13F portfolio, value $538,591.

    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 59,442 shares
    Change vs previous 13F +23,027 shares

    0.01% of the 13F portfolio, value $534,634.

    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 36,415 shares
    Change vs previous 13F +589 shares

    <0.01% of the 13F portfolio, value $324,089.

    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 35,826 shares
    Change vs previous 13F +11,801 shares

    <0.01% of the 13F portfolio, value $317,147.

    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 24,025 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $227,756.

    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).