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Atria Wealth Solutions, Inc.: VOO position timeline

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

Atria Wealth Solutions, Inc. held 94,258 VOO 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 94,258 shares
    Change vs previous 13F -91,469 shares

    1.22% of the 13F portfolio, value $53,757,380.

    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 185,727 shares
    Change vs previous 13F -48,729 shares

    1.15% of the 13F portfolio, value $95,447,029.

    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 234,456 shares
    Change vs previous 13F -6,069 shares

    1.39% of the 13F portfolio, value $126,326,779.

    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 240,525 shares
    Change vs previous 13F -18,839 shares

    1.38% of the 13F portfolio, value $127,201,494.

    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 259,364 shares
    Change vs previous 13F -23,735 shares

    1.44% of the 13F portfolio, value $130,003,230.

    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 283,099 shares
    Change vs previous 13F +9,636 shares

    1.54% of the 13F portfolio, value $136,085,499.

    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 273,463 shares
    Change vs previous 13F +9,448 shares

    1.5% of the 13F portfolio, value $119,449,177.

    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 264,015 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $103,921,281.

    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).