Skip to content
Disclosery

Atria Wealth Solutions, Inc.: MCI position timeline

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

Atria Wealth Solutions, Inc. held 61,418 MCI 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 61,418 shares
    Change vs previous 13F +895 shares

    0.03% of the 13F portfolio, value $1,330,314.

    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 60,523 shares
    Change vs previous 13F +97 shares

    0.02% of the 13F portfolio, value $1,418,666.

    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 60,426 shares
    Change vs previous 13F +1,989 shares

    0.01% of the 13F portfolio, value $1,232,872.

    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 58,437 shares
    Change vs previous 13F -84,070 shares

    0.01% of the 13F portfolio, value $1,164,646.

    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 142,507 shares
    Change vs previous 13F +9,392 shares

    0.03% of the 13F portfolio, value $2,653,469.

    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 133,115 shares
    Change vs previous 13F +31,412 shares

    0.03% of the 13F portfolio, value $2,288,254.

    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 101,703 shares
    Change vs previous 13F +32,170 shares

    0.02% of the 13F portfolio, value $1,877,097.

    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 69,533 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,108,362.

    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).