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Atria Wealth Solutions, Inc.: VOT position timeline

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

Atria Wealth Solutions, Inc. held 21,529 VOT 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 21,529 shares
    Change vs previous 13F -1,605 shares

    0.14% of the 13F portfolio, value $6,131,396.

    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 23,134 shares
    Change vs previous 13F -2,993 shares

    0.07% of the 13F portfolio, value $5,659,641.

    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 26,127 shares
    Change vs previous 13F +17,619 shares

    0.07% of the 13F portfolio, value $6,629,590.

    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 8,508 shares
    Change vs previous 13F -3,939 shares

    0.02% of the 13F portfolio, value $2,071,507.

    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 12,447 shares
    Change vs previous 13F -293 shares

    0.03% of the 13F portfolio, value $2,860,833.

    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 12,740 shares
    Change vs previous 13F +532 shares

    0.03% of the 13F portfolio, value $3,004,116.

    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 12,208 shares
    Change vs previous 13F -25 shares

    0.03% of the 13F portfolio, value $2,680,408.

    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 12,233 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,382,571.

    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).