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Disclosery

Atria Wealth Solutions, Inc.: TUG position timeline

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

Atria Wealth Solutions, Inc. held 7,216 TUG 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 7,216 shares
    Change vs previous 13F -91,916 shares

    0.01% of the 13F portfolio, value $261,364.

    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 99,132 shares
    Change vs previous 13F +5,606 shares

    0.04% of the 13F portfolio, value $3,069,127.

    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 93,526 shares
    Change vs previous 13F +87,377 shares

    0.03% of the 13F portfolio, value $3,134,992.

    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 6,149 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $205,623.

    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).