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Disclosery

Atria Wealth Solutions, Inc.: MUFG position timeline

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

Atria Wealth Solutions, Inc. held 14,201 MUFG 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 14,201 shares
    Change vs previous 13F -1,387 shares

    <0.01% of the 13F portfolio, value $194,838.

    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 15,588 shares
    Change vs previous 13F +1,721 shares

    <0.01% of the 13F portfolio, value $212,464.

    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 13,867 shares
    Change vs previous 13F +2,915 shares

    <0.01% of the 13F portfolio, value $162,521.

    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 10,952 shares
    Change vs previous 13F -524 shares

    <0.01% of the 13F portfolio, value $111,491.

    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 11,476 shares
    Change vs previous 13F -188 shares

    <0.01% of the 13F portfolio, value $123,941.

    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 11,664 shares
    Change vs previous 13F +849 shares

    <0.01% of the 13F portfolio, value $119,323.

    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 10,815 shares
    Change vs previous 13F +588 shares

    <0.01% of the 13F portfolio, value $93,117.

    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 10,227 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $86,827.

    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).