Skip to content
Disclosery

Atria Wealth Solutions, Inc.: VXF position timeline

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

Atria Wealth Solutions, Inc. held 12,095 VXF 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 12,095 shares
    Change vs previous 13F -23,673 shares

    0.05% of the 13F portfolio, value $2,337,293.

    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 35,768 shares
    Change vs previous 13F -7,275 shares

    0.07% of the 13F portfolio, value $6,161,289.

    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 43,043 shares
    Change vs previous 13F +3,254 shares

    0.09% of the 13F portfolio, value $8,177,220.

    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 39,789 shares
    Change vs previous 13F +394 shares

    0.08% of the 13F portfolio, value $7,258,426.

    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 39,395 shares
    Change vs previous 13F -8,028 shares

    0.07% of the 13F portfolio, value $6,668,772.

    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 47,423 shares
    Change vs previous 13F -1,708 shares

    0.09% of the 13F portfolio, value $8,312,110.

    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 49,131 shares
    Change vs previous 13F +737 shares

    0.1% of the 13F portfolio, value $8,077,830.

    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 48,394 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $6,954,108.

    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).