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Atria Wealth Solutions, Inc.: VOOG position timeline

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

Atria Wealth Solutions, Inc. held 16,506 VOOG 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 16,506 shares
    Change vs previous 13F +321 shares

    0.15% of the 13F portfolio, value $6,553,643.

    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 16,185 shares
    Change vs previous 13F -21,296 shares

    0.07% of the 13F portfolio, value $5,413,242.

    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 37,481 shares
    Change vs previous 13F +13,122 shares

    0.15% of the 13F portfolio, value $13,720,534.

    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 24,359 shares
    Change vs previous 13F +13,482 shares

    0.09% of the 13F portfolio, value $8,421,702.

    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 10,877 shares
    Change vs previous 13F -629 shares

    0.04% of the 13F portfolio, value $3,629,587.

    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 11,506 shares
    Change vs previous 13F -57 shares

    0.04% of the 13F portfolio, value $3,505,969.

    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 11,563 shares
    Change vs previous 13F -480 shares

    0.04% of the 13F portfolio, value $3,130,947.

    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 12,043 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,978,975.

    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).