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Atria Wealth Solutions, Inc.: VPL position timeline

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

Atria Wealth Solutions, Inc. held 10,637 VPL 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 10,637 shares
    Change vs previous 13F -4,816 shares

    0.02% of the 13F portfolio, value $875,271.

    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 15,453 shares
    Change vs previous 13F -4,538 shares

    0.01% of the 13F portfolio, value $1,119,754.

    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 19,991 shares
    Change vs previous 13F -1,577 shares

    0.02% of the 13F portfolio, value $1,420,190.

    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 21,568 shares
    Change vs previous 13F -2,823 shares

    0.02% of the 13F portfolio, value $1,690,748.

    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 24,391 shares
    Change vs previous 13F +323 shares

    0.02% of the 13F portfolio, value $1,809,355.

    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 24,068 shares
    Change vs previous 13F +2,532 shares

    0.02% of the 13F portfolio, value $1,829,942.

    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 21,536 shares
    Change vs previous 13F +3,954 shares

    0.02% of the 13F portfolio, value $1,551,238.

    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 17,582 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,175,912.

    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).