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Disclosery

Atria Wealth Solutions, Inc.: NUMG position timeline

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

Atria Wealth Solutions, Inc. held 7,745 NUMG 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 7,745 shares
    Change vs previous 13F -1,194 shares

    0.01% of the 13F portfolio, value $380,066.

    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 8,939 shares
    Change vs previous 13F +4,426 shares

    <0.01% of the 13F portfolio, value $383,678.

    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 4,513 shares
    Change vs previous 13F -401 shares

    <0.01% of the 13F portfolio, value $213,844.

    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 4,914 shares
    Change vs previous 13F -104 shares

    <0.01% of the 13F portfolio, value $220,245.

    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 5,018 shares
    Change vs previous 13F -2,221 shares

    <0.01% of the 13F portfolio, value $209,803.

    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 7,239 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $321,991.

    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).