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Disclosery

Atria Wealth Solutions, Inc.: UMC position timeline

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

Atria Wealth Solutions, Inc. held 23,550 UMC 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 23,550 shares
    Change vs previous 13F +11,000 shares

    <0.01% of the 13F portfolio, value $186,837.

    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 12,550 shares
    Change vs previous 13F -1,450 shares

    <0.01% of the 13F portfolio, value $89,733.

    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 14,000 shares
    Change vs previous 13F -120 shares

    <0.01% of the 13F portfolio, value $90,860.

    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 14,120 shares
    Change vs previous 13F +1,500 shares

    <0.01% of the 13F portfolio, value $118,890.

    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 12,620 shares
    Change vs previous 13F +820 shares

    <0.01% of the 13F portfolio, value $110,551.

    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 11,800 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $95,462.

    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).