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Atria Wealth Solutions, Inc.: VONV position timeline

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

Atria Wealth Solutions, Inc. held 16,032 VONV 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 16,032 shares
    Change vs previous 13F -36,572 shares

    0.03% of the 13F portfolio, value $1,383,815.

    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 52,604 shares
    Change vs previous 13F +21,789 shares

    0.05% of the 13F portfolio, value $4,341,866.

    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 30,815 shares
    Change vs previous 13F +538 shares

    0.03% of the 13F portfolio, value $2,503,678.

    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 30,277 shares
    Change vs previous 13F +3,738 shares

    0.03% of the 13F portfolio, value $2,522,940.

    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 26,539 shares
    Change vs previous 13F +1,650 shares

    0.02% of the 13F portfolio, value $2,042,366.

    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 24,889 shares
    Change vs previous 13F -136 shares

    0.02% of the 13F portfolio, value $1,957,271.

    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 25,025 shares
    Change vs previous 13F -1,180 shares

    0.02% of the 13F portfolio, value $1,815,314.

    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 26,205 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,746,825.

    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).