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Disclosery

Atria Wealth Solutions, Inc.: UTF position timeline

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

Atria Wealth Solutions, Inc. held 57,853 UTF 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 57,853 shares
    Change vs previous 13F +8,831 shares

    0.04% of the 13F portfolio, value $1,559,138.

    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 49,022 shares
    Change vs previous 13F -21,797 shares

    0.02% of the 13F portfolio, value $1,252,503.

    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 70,819 shares
    Change vs previous 13F -89,075 shares

    0.02% of the 13F portfolio, value $1,702,493.

    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 159,894 shares
    Change vs previous 13F +107,160 shares

    0.05% of the 13F portfolio, value $4,162,036.

    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 52,734 shares
    Change vs previous 13F +777 shares

    0.01% of the 13F portfolio, value $1,185,456.

    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 51,957 shares
    Change vs previous 13F -17,975 shares

    0.01% of the 13F portfolio, value $1,224,714.

    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 69,932 shares
    Change vs previous 13F +33,317 shares

    0.02% of the 13F portfolio, value $1,485,349.

    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 36,615 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $716,923.

    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).