Skip to content
Disclosery

Atria Wealth Solutions, Inc.: VOX position timeline

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

Atria Wealth Solutions, Inc. held 43,788 VOX 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 43,788 shares
    Change vs previous 13F -13,739 shares

    0.17% of the 13F portfolio, value $7,487,259.

    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 57,527 shares
    Change vs previous 13F -18,665 shares

    0.1% of the 13F portfolio, value $8,536,424.

    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 76,192 shares
    Change vs previous 13F -1,592 shares

    0.13% of the 13F portfolio, value $11,806,888.

    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 77,784 shares
    Change vs previous 13F -5,372 shares

    0.12% of the 13F portfolio, value $11,343,839.

    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 83,156 shares
    Change vs previous 13F -3,818 shares

    0.13% of the 13F portfolio, value $11,514,841.

    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 86,974 shares
    Change vs previous 13F +39,093 shares

    0.13% of the 13F portfolio, value $11,412,764.

    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 47,881 shares
    Change vs previous 13F -44,479 shares

    0.07% of the 13F portfolio, value $5,636,767.

    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 92,360 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $9,741,364.

    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).