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Atria Wealth Solutions, Inc.: UTG position timeline

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

Atria Wealth Solutions, Inc. held 50,949 UTG 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 50,949 shares
    Change vs previous 13F -12,051 shares

    0.04% of the 13F portfolio, value $1,843,075.

    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 63,000 shares
    Change vs previous 13F +9,070 shares

    0.02% of the 13F portfolio, value $2,050,036.

    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 53,930 shares
    Change vs previous 13F -15,395 shares

    0.02% of the 13F portfolio, value $1,715,050.

    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 69,325 shares
    Change vs previous 13F -913 shares

    0.02% of the 13F portfolio, value $2,274,572.

    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 70,238 shares
    Change vs previous 13F +18,033 shares

    0.02% of the 13F portfolio, value $1,918,916.

    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 52,205 shares
    Change vs previous 13F -11,595 shares

    0.02% of the 13F portfolio, value $1,407,512.

    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 63,800 shares
    Change vs previous 13F +20,896 shares

    0.02% of the 13F portfolio, value $1,713,352.

    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 42,904 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,057,582.

    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).