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Atria Wealth Solutions, Inc.: USIG position timeline

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

Atria Wealth Solutions, Inc. held 39,093 USIG 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 39,093 shares
    Change vs previous 13F -10,655 shares

    0.05% of the 13F portfolio, value $2,010,919.

    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 49,748 shares
    Change vs previous 13F -23,300 shares

    0.03% of the 13F portfolio, value $2,541,131.

    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 73,048 shares
    Change vs previous 13F +9,609 shares

    0.04% of the 13F portfolio, value $3,672,838.

    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 63,439 shares
    Change vs previous 13F +8,480 shares

    0.04% of the 13F portfolio, value $3,335,578.

    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 54,959 shares
    Change vs previous 13F -6,360 shares

    0.03% of the 13F portfolio, value $2,759,517.

    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 61,319 shares
    Change vs previous 13F +6,041 shares

    0.04% of the 13F portfolio, value $3,113,178.

    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 55,278 shares
    Change vs previous 13F -2,688 shares

    0.04% of the 13F portfolio, value $2,833,544.

    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 57,966 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,786,446.

    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).