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Atria Wealth Solutions, Inc.: VRIG position timeline

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

Atria Wealth Solutions, Inc. held 39,680 VRIG 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 39,680 shares
    Change vs previous 13F -212,525 shares

    0.02% of the 13F portfolio, value $993,990.

    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 252,205 shares
    Change vs previous 13F -5,010 shares

    0.08% of the 13F portfolio, value $6,325,290.

    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 257,215 shares
    Change vs previous 13F -761 shares

    0.07% of the 13F portfolio, value $6,459,953.

    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 257,976 shares
    Change vs previous 13F -21,755 shares

    0.07% of the 13F portfolio, value $6,471,338.

    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 279,731 shares
    Change vs previous 13F +3,197 shares

    0.08% of the 13F portfolio, value $7,032,445.

    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 276,534 shares
    Change vs previous 13F -4,822 shares

    0.08% of the 13F portfolio, value $6,938,246.

    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 281,356 shares
    Change vs previous 13F -25,738 shares

    0.09% of the 13F portfolio, value $7,031,079.

    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 307,094 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $7,660,327.

    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).