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Disclosery

Atria Wealth Solutions, Inc.: VZ position timeline

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

Atria Wealth Solutions, Inc. held 193,712 VZ 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 193,712 shares
    Change vs previous 13F -172,658 shares

    0.19% of the 13F portfolio, value $8,399,586.

    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 366,370 shares
    Change vs previous 13F -60,381 shares

    0.2% of the 13F portfolio, value $16,618,546.

    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 426,751 shares
    Change vs previous 13F -7,925 shares

    0.19% of the 13F portfolio, value $17,065,739.

    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 434,676 shares
    Change vs previous 13F -60,941 shares

    0.21% of the 13F portfolio, value $19,521,298.

    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 495,617 shares
    Change vs previous 13F -28,017 shares

    0.23% of the 13F portfolio, value $20,439,248.

    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 523,634 shares
    Change vs previous 13F +15,507 shares

    0.25% of the 13F portfolio, value $21,971,701.

    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 508,127 shares
    Change vs previous 13F +10,569 shares

    0.24% of the 13F portfolio, value $19,156,433.

    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 497,558 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $16,125,894.

    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).