Skip to content
Disclosery

Atria Wealth Solutions, Inc.: URI position timeline

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

Atria Wealth Solutions, Inc. held 377 URI 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 377 shares
    Change vs previous 13F -3,249 shares

    0.01% of the 13F portfolio, value $283,711.

    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 3,626 shares
    Change vs previous 13F -259 shares

    0.03% of the 13F portfolio, value $2,272,173.

    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 3,885 shares
    Change vs previous 13F -87 shares

    0.03% of the 13F portfolio, value $2,737,054.

    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 3,972 shares
    Change vs previous 13F +210 shares

    0.03% of the 13F portfolio, value $3,216,251.

    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 3,762 shares
    Change vs previous 13F -446 shares

    0.03% of the 13F portfolio, value $2,433,022.

    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 4,208 shares
    Change vs previous 13F +1,271 shares

    0.03% of the 13F portfolio, value $3,034,292.

    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 2,937 shares
    Change vs previous 13F -78 shares

    0.02% of the 13F portfolio, value $1,684,284.

    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 3,015 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,340,442.

    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).