Skip to content
Disclosery

Atria Wealth Solutions, Inc.: MDIV position timeline

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

Atria Wealth Solutions, Inc. held 26,605 MDIV 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 26,605 shares
    Change vs previous 13F +117 shares

    0.01% of the 13F portfolio, value $420,626.

    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 26,488 shares
    Change vs previous 13F +125 shares

    0.01% of the 13F portfolio, value $433,138.

    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 26,363 shares
    Change vs previous 13F -21,178 shares

    <0.01% of the 13F portfolio, value $425,767.

    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 47,541 shares
    Change vs previous 13F -5,441 shares

    0.01% of the 13F portfolio, value $790,608.

    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 52,982 shares
    Change vs previous 13F -2,561 shares

    0.01% of the 13F portfolio, value $834,007.

    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 55,543 shares
    Change vs previous 13F -1,892 shares

    0.01% of the 13F portfolio, value $877,017.

    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 57,435 shares
    Change vs previous 13F -5,913 shares

    0.01% of the 13F portfolio, value $898,857.

    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 63,348 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $924,586.

    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).