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Disclosery

Atria Wealth Solutions, Inc.: MDT position timeline

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

Atria Wealth Solutions, Inc. held 99,058 MDT 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 99,058 shares
    Change vs previous 13F -14,573 shares

    0.2% of the 13F portfolio, value $8,703,826.

    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 113,631 shares
    Change vs previous 13F +7,873 shares

    0.12% of the 13F portfolio, value $10,274,950.

    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 105,758 shares
    Change vs previous 13F +11,447 shares

    0.09% of the 13F portfolio, value $8,502,264.

    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 94,311 shares
    Change vs previous 13F -1,942 shares

    0.09% of the 13F portfolio, value $8,540,227.

    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 96,253 shares
    Change vs previous 13F +554 shares

    0.08% of the 13F portfolio, value $7,626,067.

    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 95,699 shares
    Change vs previous 13F +8,350 shares

    0.09% of the 13F portfolio, value $8,401,109.

    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 87,349 shares
    Change vs previous 13F +4,672 shares

    0.09% of the 13F portfolio, value $7,237,617.

    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 82,677 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $6,514,014.

    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).