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Atria Wealth Solutions, Inc.: VTV position timeline

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

Atria Wealth Solutions, Inc. held 125,979 VTV 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 125,979 shares
    Change vs previous 13F -346,696 shares

    0.51% of the 13F portfolio, value $22,402,411.

    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 472,675 shares
    Change vs previous 13F -91,284 shares

    0.98% of the 13F portfolio, value $81,649,983.

    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 563,959 shares
    Change vs previous 13F +9,514 shares

    1.05% of the 13F portfolio, value $95,478,249.

    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 554,445 shares
    Change vs previous 13F -73,289 shares

    1.05% of the 13F portfolio, value $96,789,492.

    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 627,734 shares
    Change vs previous 13F -10,578 shares

    1.12% of the 13F portfolio, value $101,108,368.

    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 638,312 shares
    Change vs previous 13F +4,670 shares

    1.17% of the 13F portfolio, value $103,955,658.

    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 633,642 shares
    Change vs previous 13F -23,406 shares

    1.19% of the 13F portfolio, value $94,729,440.

    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 657,048 shares
    Change vs previous 13F not available

    1.27% of the 13F portfolio, value $90,626,558.

    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).