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Atria Wealth Solutions, Inc.: VYM position timeline

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

Atria Wealth Solutions, Inc. held 127,847 VYM 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 127,847 shares
    Change vs previous 13F -222,004 shares

    0.39% of the 13F portfolio, value $17,118,978.

    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 349,851 shares
    Change vs previous 13F -31,326 shares

    0.54% of the 13F portfolio, value $45,116,602.

    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 381,177 shares
    Change vs previous 13F +12,711 shares

    0.53% of the 13F portfolio, value $48,634,383.

    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 368,466 shares
    Change vs previous 13F +2,426 shares

    0.51% of the 13F portfolio, value $47,237,428.

    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 366,040 shares
    Change vs previous 13F +34,417 shares

    0.48% of the 13F portfolio, value $43,412,282.

    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 331,623 shares
    Change vs previous 13F +12,801 shares

    0.45% of the 13F portfolio, value $40,123,133.

    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 318,822 shares
    Change vs previous 13F +17,583 shares

    0.45% of the 13F portfolio, value $35,590,068.

    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 301,239 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $31,123,897.

    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).