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Atria Wealth Solutions, Inc.: VONG position timeline

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

Atria Wealth Solutions, Inc. held 175,730 VONG 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 175,730 shares
    Change vs previous 13F -46,899 shares

    0.43% of the 13F portfolio, value $19,192,721.

    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 222,629 shares
    Change vs previous 13F -19,383 shares

    0.25% of the 13F portfolio, value $20,657,744.

    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 242,012 shares
    Change vs previous 13F +94,517 shares

    0.27% of the 13F portfolio, value $24,999,894.

    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 147,495 shares
    Change vs previous 13F +39,992 shares

    0.15% of the 13F portfolio, value $14,236,184.

    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 107,503 shares
    Change vs previous 13F -25,102 shares

    0.11% of the 13F portfolio, value $10,099,235.

    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 132,605 shares
    Change vs previous 13F +6,336 shares

    0.13% of the 13F portfolio, value $11,492,898.

    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 126,269 shares
    Change vs previous 13F -412 shares

    0.12% of the 13F portfolio, value $9,851,539.

    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 126,681 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $8,670,045.

    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).