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Disclosery

Atria Wealth Solutions, Inc.: MA position timeline

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

Atria Wealth Solutions, Inc. held 10,525 MA 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 10,525 shares
    Change vs previous 13F -37,020 shares

    0.13% of the 13F portfolio, value $5,923,460.

    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 47,545 shares
    Change vs previous 13F -3,547 shares

    0.31% of the 13F portfolio, value $26,061,073.

    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 51,092 shares
    Change vs previous 13F -4,475 shares

    0.3% of the 13F portfolio, value $26,903,473.

    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 55,567 shares
    Change vs previous 13F -2,259 shares

    0.3% of the 13F portfolio, value $27,439,117.

    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 57,826 shares
    Change vs previous 13F -2,157 shares

    0.28% of the 13F portfolio, value $25,510,150.

    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 59,983 shares
    Change vs previous 13F -1,129 shares

    0.33% of the 13F portfolio, value $28,886,541.

    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 61,112 shares
    Change vs previous 13F +2,802 shares

    0.33% of the 13F portfolio, value $26,064,812.

    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 58,310 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $23,085,694.

    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).