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Disclosery

Atria Wealth Solutions, Inc.: UNH position timeline

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

Atria Wealth Solutions, Inc. held 14,071 UNH 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 14,071 shares
    Change vs previous 13F -18,304 shares

    0.1% of the 13F portfolio, value $4,384,942.

    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 32,375 shares
    Change vs previous 13F -2,616 shares

    0.2% of the 13F portfolio, value $16,956,116.

    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 34,991 shares
    Change vs previous 13F -2,630 shares

    0.19% of the 13F portfolio, value $17,700,589.

    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 37,621 shares
    Change vs previous 13F -3,774 shares

    0.24% of the 13F portfolio, value $21,996,370.

    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 41,395 shares
    Change vs previous 13F -2,470 shares

    0.23% of the 13F portfolio, value $21,081,021.

    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 43,865 shares
    Change vs previous 13F -2,288 shares

    0.25% of the 13F portfolio, value $21,699,627.

    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 46,153 shares
    Change vs previous 13F -6,425 shares

    0.31% of the 13F portfolio, value $24,298,605.

    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 52,578 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $26,509,982.

    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).