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Atria Wealth Solutions, Inc.: MDYG position timeline

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

Atria Wealth Solutions, Inc. held 13,713 MDYG 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 13,713 shares
    Change vs previous 13F -827 shares

    0.03% of the 13F portfolio, value $1,191,279.

    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 14,540 shares
    Change vs previous 13F +305 shares

    0.01% of the 13F portfolio, value $1,155,356.

    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 14,235 shares
    Change vs previous 13F -2,963 shares

    0.01% of the 13F portfolio, value $1,236,869.

    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 17,198 shares
    Change vs previous 13F -1,232 shares

    0.02% of the 13F portfolio, value $1,508,975.

    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 18,430 shares
    Change vs previous 13F -42,525 shares

    0.02% of the 13F portfolio, value $1,549,221.

    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 60,955 shares
    Change vs previous 13F +43,725 shares

    0.06% of the 13F portfolio, value $5,320,793.

    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 17,230 shares
    Change vs previous 13F +1,840 shares

    0.02% of the 13F portfolio, value $1,303,808.

    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 15,390 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,064,077.

    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).