Skip to content
Disclosery

Atria Wealth Solutions, Inc.: VTI position timeline

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

Atria Wealth Solutions, Inc. held 124,227 VTI 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 124,227 shares
    Change vs previous 13F -64,156 shares

    0.86% of the 13F portfolio, value $38,013,495.

    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 188,383 shares
    Change vs previous 13F -675 shares

    0.62% of the 13F portfolio, value $51,775,033.

    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 189,058 shares
    Change vs previous 13F -3,203 shares

    0.6% of the 13F portfolio, value $54,791,364.

    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 192,261 shares
    Change vs previous 13F -3,321 shares

    0.59% of the 13F portfolio, value $54,562,134.

    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 195,582 shares
    Change vs previous 13F -6,916 shares

    0.58% of the 13F portfolio, value $52,446,661.

    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 202,498 shares
    Change vs previous 13F +18,276 shares

    0.59% of the 13F portfolio, value $52,629,024.

    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 184,222 shares
    Change vs previous 13F -8,517 shares

    0.55% of the 13F portfolio, value $43,700,963.

    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 192,739 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $40,939,811.

    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).