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Atria Wealth Solutions, Inc.: VWO position timeline

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

Atria Wealth Solutions, Inc. held 170,973 VWO 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 170,973 shares
    Change vs previous 13F -630,643 shares

    0.19% of the 13F portfolio, value $8,496,515.

    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 801,616 shares
    Change vs previous 13F +7,394 shares

    0.44% of the 13F portfolio, value $36,281,168.

    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 794,222 shares
    Change vs previous 13F +35,132 shares

    0.38% of the 13F portfolio, value $34,977,534.

    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 759,090 shares
    Change vs previous 13F -62,049 shares

    0.39% of the 13F portfolio, value $36,322,426.

    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 821,139 shares
    Change vs previous 13F -4,277 shares

    0.4% of the 13F portfolio, value $35,933,060.

    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 825,416 shares
    Change vs previous 13F +54,041 shares

    0.39% of the 13F portfolio, value $34,477,675.

    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 771,375 shares
    Change vs previous 13F -19,539 shares

    0.4% of the 13F portfolio, value $31,703,496.

    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 790,914 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $31,011,736.

    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).