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Disclosery

Atria Wealth Solutions, Inc.: WU position timeline

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

Atria Wealth Solutions, Inc. held 10,965 WU 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 10,965 shares
    Change vs previous 13F -33,103 shares

    <0.01% of the 13F portfolio, value $92,325.

    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 44,068 shares
    Change vs previous 13F +11,753 shares

    0.01% of the 13F portfolio, value $466,239.

    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 32,315 shares
    Change vs previous 13F -5,037 shares

    <0.01% of the 13F portfolio, value $342,537.

    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 37,352 shares
    Change vs previous 13F -7,265 shares

    <0.01% of the 13F portfolio, value $445,607.

    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 44,617 shares
    Change vs previous 13F -5,879 shares

    0.01% of the 13F portfolio, value $545,217.

    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 50,496 shares
    Change vs previous 13F -9,306 shares

    0.01% of the 13F portfolio, value $705,945.

    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 59,802 shares
    Change vs previous 13F +4,768 shares

    0.01% of the 13F portfolio, value $712,837.

    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 55,034 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $725,345.

    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).