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Atria Wealth Solutions, Inc.: VXUS position timeline

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

Atria Wealth Solutions, Inc. held 172,901 VXUS 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 172,901 shares
    Change vs previous 13F -179,366 shares

    0.27% of the 13F portfolio, value $11,971,802.

    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 352,267 shares
    Change vs previous 13F +53,504 shares

    0.26% of the 13F portfolio, value $21,875,816.

    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 298,763 shares
    Change vs previous 13F +17,366 shares

    0.19% of the 13F portfolio, value $17,606,096.

    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 281,397 shares
    Change vs previous 13F +1,581 shares

    0.2% of the 13F portfolio, value $18,217,655.

    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 279,816 shares
    Change vs previous 13F +939 shares

    0.19% of the 13F portfolio, value $16,872,954.

    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 278,877 shares
    Change vs previous 13F +26,813 shares

    0.19% of the 13F portfolio, value $16,816,266.

    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 252,064 shares
    Change vs previous 13F -75,631 shares

    0.18% of the 13F portfolio, value $14,609,589.

    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 327,695 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $17,538,256.

    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).