Skip to content
Disclosery

Atria Wealth Solutions, Inc.: UCON position timeline

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

Atria Wealth Solutions, Inc. held 97,646 UCON 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 97,646 shares
    Change vs previous 13F -57,064 shares

    0.05% of the 13F portfolio, value $2,430,419.

    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 154,710 shares
    Change vs previous 13F +10,398 shares

    0.05% of the 13F portfolio, value $3,829,077.

    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 144,312 shares
    Change vs previous 13F +5,541 shares

    0.04% of the 13F portfolio, value $3,557,287.

    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 138,771 shares
    Change vs previous 13F +52,991 shares

    0.04% of the 13F portfolio, value $3,487,313.

    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 85,780 shares
    Change vs previous 13F +35,380 shares

    0.02% of the 13F portfolio, value $2,097,528.

    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 50,400 shares
    Change vs previous 13F -9,280 shares

    0.01% of the 13F portfolio, value $1,239,835.

    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 59,680 shares
    Change vs previous 13F -2,230 shares

    0.02% of the 13F portfolio, value $1,476,489.

    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 61,910 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,479,638.

    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).