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Disclosery

Atria Wealth Solutions, Inc.: MKC position timeline

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

Atria Wealth Solutions, Inc. held 3,937 MKC 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 3,937 shares
    Change vs previous 13F -2,574 shares

    0.01% of the 13F portfolio, value $298,503.

    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 6,511 shares
    Change vs previous 13F -9,842 shares

    0.01% of the 13F portfolio, value $535,895.

    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 16,353 shares
    Change vs previous 13F -253 shares

    0.01% of the 13F portfolio, value $1,251,590.

    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 16,606 shares
    Change vs previous 13F +314 shares

    0.01% of the 13F portfolio, value $1,366,725.

    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 16,292 shares
    Change vs previous 13F +1,343 shares

    0.01% of the 13F portfolio, value $1,155,721.

    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 14,949 shares
    Change vs previous 13F +7,133 shares

    0.01% of the 13F portfolio, value $1,148,206.

    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 7,816 shares
    Change vs previous 13F +313 shares

    0.01% of the 13F portfolio, value $537,356.

    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 7,503 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $567,523.

    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).