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Atria Wealth Solutions, Inc.: MCO position timeline

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

Atria Wealth Solutions, Inc. held 2,095 MCO 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 2,095 shares
    Change vs previous 13F -1,490 shares

    0.02% of the 13F portfolio, value $1,050,648.

    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 3,585 shares
    Change vs previous 13F +1,743 shares

    0.02% of the 13F portfolio, value $1,669,800.

    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 1,842 shares
    Change vs previous 13F -4,086 shares

    0.01% of the 13F portfolio, value $871,947.

    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 5,928 shares
    Change vs previous 13F -178 shares

    0.03% of the 13F portfolio, value $2,813,501.

    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 6,106 shares
    Change vs previous 13F -405 shares

    0.03% of the 13F portfolio, value $2,570,357.

    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 6,511 shares
    Change vs previous 13F +344 shares

    0.03% of the 13F portfolio, value $2,559,093.

    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 6,167 shares
    Change vs previous 13F +199 shares

    0.03% of the 13F portfolio, value $2,408,654.

    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 5,968 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,886,944.

    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).