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Atria Wealth Solutions, Inc.: VT position timeline

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

Atria Wealth Solutions, Inc. held 11,767 VT 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 11,767 shares
    Change vs previous 13F -30,599 shares

    0.03% of the 13F portfolio, value $1,515,658.

    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 42,366 shares
    Change vs previous 13F +379 shares

    0.06% of the 13F portfolio, value $4,912,335.

    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 41,987 shares
    Change vs previous 13F +135 shares

    0.05% of the 13F portfolio, value $4,932,670.

    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 41,852 shares
    Change vs previous 13F -345 shares

    0.05% of the 13F portfolio, value $5,009,732.

    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 42,197 shares
    Change vs previous 13F +2,280 shares

    0.05% of the 13F portfolio, value $4,752,765.

    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 39,917 shares
    Change vs previous 13F +1,441 shares

    0.05% of the 13F portfolio, value $4,410,828.

    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 38,476 shares
    Change vs previous 13F -197 shares

    0.05% of the 13F portfolio, value $3,958,454.

    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 38,673 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,603,527.

    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).