Atria Wealth Solutions, Inc.: UNM position timeline

Atria Wealth Solutions, Inc. held 0 UNM shares at 2025-03-31 per its 13F-HR filed 2025-05-09.

the latest 13F is the newest step

1. period ended2025-03-31

   13F 0 shares

   Change vs previous 13F -3,143 shares

   13F-HR 0001420506-25-000956 filed by Atria Wealth Solutions, Inc.
   Filed 2025-05-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2024-12-31

   13F 3,143 shares

   Change vs previous 13F +3,143 shares

   <0.01% of the 13F portfolio, value $229,535.

   13F-HR 0001420506-25-000086 filed by Atria Wealth Solutions, Inc.
   Filed 2025-01-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2024-03-31

   13F 0 shares

   Change vs previous 13F -6,072 shares

   13F-HR 0001420506-24-000768 filed by Atria Wealth Solutions, Inc.
   Filed 2024-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

4. period ended2023-12-31

   13F 6,072 shares

   Change vs previous 13F -1,043 shares

   <0.01% of the 13F portfolio, value $274,567.

   13F-HR 0001420506-24-000118 filed by Atria Wealth Solutions, Inc.
   Filed 2024-02-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2023-09-30

   13F 7,115 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $350,004.

   13F-HR 0001420506-23-001936 filed by Atria Wealth Solutions, Inc.
   Filed 2023-11-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

   Acceptance time not in the bulk data set (spec §4.2).