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Atria Wealth Solutions, Inc.: MDY position timeline

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

Atria Wealth Solutions, Inc. held 11,640 MDY 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 11,640 shares
    Change vs previous 13F -5,444 shares

    0.15% of the 13F portfolio, value $6,614,532.

    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 17,084 shares
    Change vs previous 13F -11,021 shares

    0.11% of the 13F portfolio, value $9,131,127.

    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 28,105 shares
    Change vs previous 13F -413 shares

    0.18% of the 13F portfolio, value $16,054,571.

    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 28,518 shares
    Change vs previous 13F -467 shares

    0.18% of the 13F portfolio, value $16,282,355.

    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 28,985 shares
    Change vs previous 13F +6,766 shares

    0.17% of the 13F portfolio, value $15,554,581.

    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 22,219 shares
    Change vs previous 13F +4,850 shares

    0.14% of the 13F portfolio, value $12,382,662.

    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 17,369 shares
    Change vs previous 13F +621 shares

    0.11% of the 13F portfolio, value $8,841,649.

    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 16,748 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $7,670,125.

    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).