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Disclosery

Atria Wealth Solutions, Inc.: UPS position timeline

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

Atria Wealth Solutions, Inc. held 21,700 UPS 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 21,700 shares
    Change vs previous 13F -18,251 shares

    0.05% of the 13F portfolio, value $2,215,265.

    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 39,951 shares
    Change vs previous 13F -4,134 shares

    0.05% of the 13F portfolio, value $4,394,203.

    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 44,085 shares
    Change vs previous 13F +4,300 shares

    0.06% of the 13F portfolio, value $5,617,312.

    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 39,785 shares
    Change vs previous 13F -3,911 shares

    0.06% of the 13F portfolio, value $5,472,803.

    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 43,696 shares
    Change vs previous 13F -861 shares

    0.07% of the 13F portfolio, value $5,979,829.

    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 44,557 shares
    Change vs previous 13F +6,984 shares

    0.07% of the 13F portfolio, value $6,622,481.

    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 37,573 shares
    Change vs previous 13F +712 shares

    0.07% of the 13F portfolio, value $5,907,680.

    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 36,861 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $5,745,333.

    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).