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Atria Wealth Solutions, Inc.: UBER position timeline

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

Atria Wealth Solutions, Inc. held 38,729 UBER 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 38,729 shares
    Change vs previous 13F -120,900 shares

    0.08% of the 13F portfolio, value $3,616,094.

    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 159,629 shares
    Change vs previous 13F +2,901 shares

    0.14% of the 13F portfolio, value $11,630,543.

    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 156,728 shares
    Change vs previous 13F -548 shares

    0.1% of the 13F portfolio, value $9,453,811.

    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 157,276 shares
    Change vs previous 13F -10,496 shares

    0.13% of the 13F portfolio, value $11,820,860.

    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 167,772 shares
    Change vs previous 13F -8,675 shares

    0.14% of the 13F portfolio, value $12,193,648.

    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 176,447 shares
    Change vs previous 13F -27,722 shares

    0.15% of the 13F portfolio, value $13,584,656.

    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 204,169 shares
    Change vs previous 13F -6,790 shares

    0.16% of the 13F portfolio, value $12,570,673.

    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 210,959 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $9,702,004.

    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).