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Atria Wealth Solutions, Inc.: MCD position timeline

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

Atria Wealth Solutions, Inc. held 24,901 MCD 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 24,901 shares
    Change vs previous 13F -29,091 shares

    0.16% of the 13F portfolio, value $7,278,909.

    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 53,992 shares
    Change vs previous 13F -1,376 shares

    0.2% of the 13F portfolio, value $16,865,298.

    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 55,368 shares
    Change vs previous 13F +6,087 shares

    0.18% of the 13F portfolio, value $16,050,629.

    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 49,281 shares
    Change vs previous 13F -8,544 shares

    0.16% of the 13F portfolio, value $15,006,588.

    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 57,825 shares
    Change vs previous 13F +4,847 shares

    0.16% of the 13F portfolio, value $14,735,898.

    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 52,978 shares
    Change vs previous 13F +1,265 shares

    0.17% of the 13F portfolio, value $14,937,284.

    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 51,713 shares
    Change vs previous 13F +3,171 shares

    0.19% of the 13F portfolio, value $15,333,354.

    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 48,542 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $12,788,007.

    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).