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Atria Wealth Solutions, Inc.: UNP position timeline

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

Atria Wealth Solutions, Inc. held 14,821 UNP 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 14,821 shares
    Change vs previous 13F -17,246 shares

    0.08% of the 13F portfolio, value $3,439,314.

    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 32,067 shares
    Change vs previous 13F -3,080 shares

    0.09% of the 13F portfolio, value $7,575,442.

    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 35,147 shares
    Change vs previous 13F +77 shares

    0.09% of the 13F portfolio, value $8,015,302.

    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 35,070 shares
    Change vs previous 13F +948 shares

    0.09% of the 13F portfolio, value $8,644,399.

    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 34,122 shares
    Change vs previous 13F -4,209 shares

    0.09% of the 13F portfolio, value $7,720,818.

    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 38,331 shares
    Change vs previous 13F +1,365 shares

    0.11% of the 13F portfolio, value $9,460,388.

    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 36,966 shares
    Change vs previous 13F +429 shares

    0.11% of the 13F portfolio, value $9,079,617.

    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 36,537 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $7,440,120.

    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).