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Disclosery

Atria Wealth Solutions, Inc.: MAYW position timeline

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

Atria Wealth Solutions, Inc. held 74,351 MAYW 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 74,351 shares
    Change vs previous 13F +687 shares

    0.05% of the 13F portfolio, value $2,391,463.

    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 73,664 shares
    Change vs previous 13F -4,145 shares

    0.03% of the 13F portfolio, value $2,256,770.

    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 77,809 shares
    Change vs previous 13F -7,430 shares

    0.03% of the 13F portfolio, value $2,367,728.

    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 85,239 shares
    Change vs previous 13F -15,036 shares

    0.03% of the 13F portfolio, value $2,559,676.

    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 100,275 shares
    Change vs previous 13F +16,428 shares

    0.03% of the 13F portfolio, value $2,924,931.

    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 83,847 shares
    Change vs previous 13F -32,973 shares

    0.03% of the 13F portfolio, value $2,338,233.

    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 116,820 shares
    Change vs previous 13F -23,137 shares

    0.04% of the 13F portfolio, value $3,171,698.

    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 139,957 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,596,307.

    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).