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Disclosery

Atria Wealth Solutions, Inc.: VRP position timeline

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

Atria Wealth Solutions, Inc. held 30,406 VRP 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 30,406 shares
    Change vs previous 13F +534 shares

    0.02% of the 13F portfolio, value $744,722.

    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 29,872 shares
    Change vs previous 13F +3,990 shares

    0.01% of the 13F portfolio, value $724,096.

    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 25,882 shares
    Change vs previous 13F -8,628 shares

    0.01% of the 13F portfolio, value $626,074.

    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 34,510 shares
    Change vs previous 13F +1,105 shares

    0.01% of the 13F portfolio, value $844,131.

    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 33,405 shares
    Change vs previous 13F +1,996 shares

    0.01% of the 13F portfolio, value $800,397.

    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 31,409 shares
    Change vs previous 13F +12,083 shares

    0.01% of the 13F portfolio, value $746,608.

    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 19,326 shares
    Change vs previous 13F -2,172 shares

    0.01% of the 13F portfolio, value $446,059.

    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 21,498 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $480,911.

    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).