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Atria Wealth Solutions, Inc.: MBB position timeline

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

Atria Wealth Solutions, Inc. held 202,581 MBB 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 202,581 shares
    Change vs previous 13F -108,744 shares

    0.43% of the 13F portfolio, value $19,000,872.

    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 311,325 shares
    Change vs previous 13F -33,553 shares

    0.35% of the 13F portfolio, value $29,196,104.

    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 344,878 shares
    Change vs previous 13F +33,049 shares

    0.35% of the 13F portfolio, value $31,618,316.

    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 311,829 shares
    Change vs previous 13F +8,415 shares

    0.32% of the 13F portfolio, value $29,876,257.

    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 303,414 shares
    Change vs previous 13F -11,364 shares

    0.31% of the 13F portfolio, value $27,856,479.

    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 314,778 shares
    Change vs previous 13F +2,149 shares

    0.33% of the 13F portfolio, value $29,091,727.

    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 312,629 shares
    Change vs previous 13F +3,320 shares

    0.37% of the 13F portfolio, value $29,412,268.

    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 309,309 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $27,466,655.

    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).