Skip to content
Disclosery

Atria Wealth Solutions, Inc.: MAR position timeline

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

Atria Wealth Solutions, Inc. held 1,823 MAR 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 1,823 shares
    Change vs previous 13F -5,876 shares

    0.01% of the 13F portfolio, value $498,147.

    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 7,699 shares
    Change vs previous 13F -653 shares

    0.02% of the 13F portfolio, value $1,833,881.

    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 8,352 shares
    Change vs previous 13F -225 shares

    0.03% of the 13F portfolio, value $2,329,758.

    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 8,577 shares
    Change vs previous 13F -2,663 shares

    0.02% of the 13F portfolio, value $2,132,418.

    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 11,240 shares
    Change vs previous 13F -4,370 shares

    0.03% of the 13F portfolio, value $2,717,750.

    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 15,610 shares
    Change vs previous 13F +576 shares

    0.04% of the 13F portfolio, value $3,943,357.

    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 15,034 shares
    Change vs previous 13F -141 shares

    0.04% of the 13F portfolio, value $3,390,243.

    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 15,175 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,982,773.

    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).