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Atria Wealth Solutions, Inc.: VOE position timeline

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

Atria Wealth Solutions, Inc. held 27,733 VOE 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 27,733 shares
    Change vs previous 13F -113 shares

    0.1% of the 13F portfolio, value $4,601,236.

    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 27,846 shares
    Change vs previous 13F -9,420 shares

    0.05% of the 13F portfolio, value $4,470,447.

    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 37,266 shares
    Change vs previous 13F +8,012 shares

    0.07% of the 13F portfolio, value $6,028,678.

    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 29,254 shares
    Change vs previous 13F -5,856 shares

    0.05% of the 13F portfolio, value $4,905,065.

    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 35,110 shares
    Change vs previous 13F +807 shares

    0.06% of the 13F portfolio, value $5,294,123.

    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 34,303 shares
    Change vs previous 13F +1,044 shares

    0.06% of the 13F portfolio, value $5,348,251.

    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 33,259 shares
    Change vs previous 13F +201 shares

    0.06% of the 13F portfolio, value $4,822,909.

    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 33,058 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,329,222.

    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).