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Atria Wealth Solutions, Inc.: VV position timeline

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

Atria Wealth Solutions, Inc. held 24,798 VV 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 24,798 shares
    Change vs previous 13F -3,473 shares

    0.16% of the 13F portfolio, value $7,129,852.

    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 28,271 shares
    Change vs previous 13F -445 shares

    0.09% of the 13F portfolio, value $7,266,330.

    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 28,716 shares
    Change vs previous 13F -1,563 shares

    0.08% of the 13F portfolio, value $7,744,769.

    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 30,279 shares
    Change vs previous 13F +7,245 shares

    0.09% of the 13F portfolio, value $7,983,273.

    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 23,034 shares
    Change vs previous 13F -4,644 shares

    0.06% of the 13F portfolio, value $5,758,869.

    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 27,678 shares
    Change vs previous 13F +2,974 shares

    0.07% of the 13F portfolio, value $6,636,173.

    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 24,704 shares
    Change vs previous 13F -3,255 shares

    0.07% of the 13F portfolio, value $5,389,209.

    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 27,959 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $5,471,261.

    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).