Skip to content
Disclosery

Atria Wealth Solutions, Inc.: MINT position timeline

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

Atria Wealth Solutions, Inc. held 58,494 MINT 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 58,494 shares
    Change vs previous 13F -95,835 shares

    0.13% of the 13F portfolio, value $5,869,433.

    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 154,329 shares
    Change vs previous 13F +84,248 shares

    0.19% of the 13F portfolio, value $15,528,587.

    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 70,081 shares
    Change vs previous 13F -74,870 shares

    0.08% of the 13F portfolio, value $7,045,187.

    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 144,951 shares
    Change vs previous 13F +3,214 shares

    0.16% of the 13F portfolio, value $14,595,141.

    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 141,737 shares
    Change vs previous 13F +53,821 shares

    0.16% of the 13F portfolio, value $14,265,918.

    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 87,916 shares
    Change vs previous 13F +18,153 shares

    0.1% of the 13F portfolio, value $8,839,109.

    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 69,763 shares
    Change vs previous 13F -68,631 shares

    0.09% of the 13F portfolio, value $6,970,386.

    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 138,394 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $13,858,774.

    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).