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Atria Wealth Solutions, Inc.: VPU position timeline

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

Atria Wealth Solutions, Inc. held 51,419 VPU 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 51,419 shares
    Change vs previous 13F -28,080 shares

    0.21% of the 13F portfolio, value $9,081,022.

    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 79,499 shares
    Change vs previous 13F -19,657 shares

    0.16% of the 13F portfolio, value $13,579,011.

    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 99,156 shares
    Change vs previous 13F +5,765 shares

    0.18% of the 13F portfolio, value $16,204,200.

    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 93,391 shares
    Change vs previous 13F -10,293 shares

    0.18% of the 13F portfolio, value $16,340,035.

    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 103,684 shares
    Change vs previous 13F -48 shares

    0.17% of the 13F portfolio, value $15,421,161.

    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 103,732 shares
    Change vs previous 13F +61,165 shares

    0.17% of the 13F portfolio, value $14,789,976.

    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 42,567 shares
    Change vs previous 13F -39,979 shares

    0.07% of the 13F portfolio, value $5,834,664.

    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 82,546 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $10,584,557.

    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).