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Atria Wealth Solutions, Inc.: VONE position timeline

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

Atria Wealth Solutions, Inc. held 19,962 VONE 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 19,962 shares
    Change vs previous 13F -53,114 shares

    0.13% of the 13F portfolio, value $5,651,191.

    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 73,076 shares
    Change vs previous 13F -9,264 shares

    0.22% of the 13F portfolio, value $18,551,252.

    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 82,340 shares
    Change vs previous 13F -5,641 shares

    0.24% of the 13F portfolio, value $21,961,725.

    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 87,981 shares
    Change vs previous 13F -3,699 shares

    0.25% of the 13F portfolio, value $22,881,168.

    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 91,680 shares
    Change vs previous 13F -12,721 shares

    0.25% of the 13F portfolio, value $22,568,363.

    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 104,401 shares
    Change vs previous 13F -1,508 shares

    0.28% of the 13F portfolio, value $24,880,904.

    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 105,909 shares
    Change vs previous 13F -5,154 shares

    0.29% of the 13F portfolio, value $22,975,855.

    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 111,063 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $21,619,530.

    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).