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Atria Wealth Solutions, Inc.: MGV position timeline

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

Atria Wealth Solutions, Inc. held 105,688 MGV 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 105,688 shares
    Change vs previous 13F -15,969 shares

    0.32% of the 13F portfolio, value $13,939,071.

    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 121,657 shares
    Change vs previous 13F +2,515 shares

    0.19% of the 13F portfolio, value $15,674,150.

    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 119,142 shares
    Change vs previous 13F +17,211 shares

    0.16% of the 13F portfolio, value $14,882,122.

    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 101,931 shares
    Change vs previous 13F +81,419 shares

    0.14% of the 13F portfolio, value $13,075,695.

    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 20,512 shares
    Change vs previous 13F -773 shares

    0.03% of the 13F portfolio, value $2,441,847.

    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 21,285 shares
    Change vs previous 13F -1,050 shares

    0.03% of the 13F portfolio, value $2,543,850.

    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 22,335 shares
    Change vs previous 13F -7,595 shares

    0.03% of the 13F portfolio, value $2,442,842.

    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 29,930 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,034,960.

    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).