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Atria Wealth Solutions, Inc.: VTEB position timeline

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

Atria Wealth Solutions, Inc. held 84,034 VTEB 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 84,034 shares
    Change vs previous 13F -48,844 shares

    0.09% of the 13F portfolio, value $4,119,151.

    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 132,878 shares
    Change vs previous 13F -140,621 shares

    0.08% of the 13F portfolio, value $6,593,430.

    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 273,499 shares
    Change vs previous 13F -55,969 shares

    0.15% of the 13F portfolio, value $13,710,477.

    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 329,468 shares
    Change vs previous 13F -10,705 shares

    0.18% of the 13F portfolio, value $16,842,434.

    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 340,173 shares
    Change vs previous 13F +54,533 shares

    0.19% of the 13F portfolio, value $17,046,076.

    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 285,640 shares
    Change vs previous 13F +18,629 shares

    0.16% of the 13F portfolio, value $14,453,393.

    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 267,011 shares
    Change vs previous 13F +19,179 shares

    0.17% of the 13F portfolio, value $13,630,890.

    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 247,832 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $11,920,736.

    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).