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Atria Wealth Solutions, Inc.: USTB position timeline

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

Atria Wealth Solutions, Inc. held 58,167 USTB 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 58,167 shares
    Change vs previous 13F -2,138 shares

    0.07% of the 13F portfolio, value $2,956,071.

    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 60,305 shares
    Change vs previous 13F +9,206 shares

    0.04% of the 13F portfolio, value $3,054,469.

    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 51,099 shares
    Change vs previous 13F +4,066 shares

    0.03% of the 13F portfolio, value $2,565,148.

    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 47,033 shares
    Change vs previous 13F +3,223 shares

    0.03% of the 13F portfolio, value $2,389,747.

    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 43,810 shares
    Change vs previous 13F +9,070 shares

    0.02% of the 13F portfolio, value $2,181,738.

    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 34,740 shares
    Change vs previous 13F +659 shares

    0.02% of the 13F portfolio, value $1,731,094.

    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 34,081 shares
    Change vs previous 13F -1,416 shares

    0.02% of the 13F portfolio, value $1,690,077.

    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 35,497 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,736,513.

    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).