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Atria Wealth Solutions, Inc.: MGK position timeline

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

Atria Wealth Solutions, Inc. held 23,945 MGK 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 23,945 shares
    Change vs previous 13F -8,990 shares

    0.2% of the 13F portfolio, value $8,784,831.

    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 32,935 shares
    Change vs previous 13F -8,959 shares

    0.12% of the 13F portfolio, value $10,172,978.

    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 41,894 shares
    Change vs previous 13F +10,130 shares

    0.16% of the 13F portfolio, value $14,386,978.

    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 31,764 shares
    Change vs previous 13F -1,293 shares

    0.11% of the 13F portfolio, value $10,226,318.

    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 33,057 shares
    Change vs previous 13F -1,382 shares

    0.12% of the 13F portfolio, value $10,395,658.

    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 34,439 shares
    Change vs previous 13F +2,450 shares

    0.11% of the 13F portfolio, value $9,870,824.

    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 31,989 shares
    Change vs previous 13F +900 shares

    0.1% of the 13F portfolio, value $8,301,415.

    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 31,089 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $7,053,931.

    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).