Skip to content
Disclosery

Atria Wealth Solutions, Inc.: USHY position timeline

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

Atria Wealth Solutions, Inc. held 26,977 USHY 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 26,977 shares
    Change vs previous 13F +4,857 shares

    0.02% of the 13F portfolio, value $1,010,777.

    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 22,120 shares
    Change vs previous 13F +538 shares

    0.01% of the 13F portfolio, value $814,232.

    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 21,582 shares
    Change vs previous 13F -7,105 shares

    0.01% of the 13F portfolio, value $794,017.

    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 28,687 shares
    Change vs previous 13F -32,219 shares

    0.01% of the 13F portfolio, value $1,080,052.

    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 60,906 shares
    Change vs previous 13F -8,486 shares

    0.02% of the 13F portfolio, value $2,209,666.

    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 69,392 shares
    Change vs previous 13F -24,650 shares

    0.03% of the 13F portfolio, value $2,539,057.

    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 94,042 shares
    Change vs previous 13F -3,996 shares

    0.04% of the 13F portfolio, value $3,418,412.

    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 98,038 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,402,899.

    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).