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Disclosery

Atria Wealth Solutions, Inc.: MARW position timeline

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

Atria Wealth Solutions, Inc. held 38,212 MARW 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 38,212 shares
    Change vs previous 13F -30,750 shares

    0.03% of the 13F portfolio, value $1,243,227.

    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 68,962 shares
    Change vs previous 13F +967 shares

    0.03% of the 13F portfolio, value $2,137,042.

    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 67,995 shares
    Change vs previous 13F -22,773 shares

    0.02% of the 13F portfolio, value $2,111,245.

    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 90,768 shares
    Change vs previous 13F -24,136 shares

    0.03% of the 13F portfolio, value $2,762,978.

    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 114,904 shares
    Change vs previous 13F +10,085 shares

    0.04% of the 13F portfolio, value $3,390,725.

    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 104,819 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,010,401.

    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).