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Atria Wealth Solutions, Inc.: VYMI position timeline

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

Atria Wealth Solutions, Inc. held 52,175 VYMI 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 52,175 shares
    Change vs previous 13F -26,708 shares

    0.09% of the 13F portfolio, value $4,182,725.

    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 78,883 shares
    Change vs previous 13F -13,583 shares

    0.07% of the 13F portfolio, value $5,812,889.

    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 92,466 shares
    Change vs previous 13F +7,250 shares

    0.07% of the 13F portfolio, value $6,276,624.

    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 85,216 shares
    Change vs previous 13F -7,916 shares

    0.07% of the 13F portfolio, value $6,256,526.

    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 93,132 shares
    Change vs previous 13F +11,887 shares

    0.07% of the 13F portfolio, value $6,382,296.

    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 81,245 shares
    Change vs previous 13F +12,498 shares

    0.06% of the 13F portfolio, value $5,589,635.

    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 68,747 shares
    Change vs previous 13F +13,000 shares

    0.06% of the 13F portfolio, value $4,571,007.

    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 55,747 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,450,206.

    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).