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Atria Wealth Solutions, Inc.: VTWO position timeline

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

Atria Wealth Solutions, Inc. held 49,362 VTWO 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 49,362 shares
    Change vs previous 13F -63,431 shares

    0.1% of the 13F portfolio, value $4,358,779.

    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 112,793 shares
    Change vs previous 13F -29,149 shares

    0.11% of the 13F portfolio, value $9,096,685.

    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 141,942 shares
    Change vs previous 13F -36,470 shares

    0.14% of the 13F portfolio, value $12,679,686.

    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 178,412 shares
    Change vs previous 13F +59,570 shares

    0.17% of the 13F portfolio, value $15,942,837.

    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 118,842 shares
    Change vs previous 13F -18,752 shares

    0.11% of the 13F portfolio, value $9,755,001.

    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 137,594 shares
    Change vs previous 13F +5,059 shares

    0.13% of the 13F portfolio, value $11,703,692.

    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 132,535 shares
    Change vs previous 13F -5,554 shares

    0.14% of the 13F portfolio, value $10,748,594.

    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 138,089 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $9,865,029.

    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).