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Atria Wealth Solutions, Inc.: VUG position timeline

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

Atria Wealth Solutions, Inc. held 63,486 VUG 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 63,486 shares
    Change vs previous 13F -182,456 shares

    0.63% of the 13F portfolio, value $27,885,541.

    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 245,942 shares
    Change vs previous 13F -24,293 shares

    1.1% of the 13F portfolio, value $91,200,097.

    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 270,235 shares
    Change vs previous 13F -4,130 shares

    1.22% of the 13F portfolio, value $110,915,269.

    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 274,365 shares
    Change vs previous 13F -33,677 shares

    1.14% of the 13F portfolio, value $105,336,760.

    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 308,042 shares
    Change vs previous 13F -11,178 shares

    1.28% of the 13F portfolio, value $115,306,553.

    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 319,220 shares
    Change vs previous 13F -4,913 shares

    1.24% of the 13F portfolio, value $109,875,683.

    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 324,133 shares
    Change vs previous 13F +1,823 shares

    1.27% of the 13F portfolio, value $100,766,396.

    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 322,310 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $87,768,517.

    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).