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Atria Wealth Solutions, Inc.: MLM position timeline

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

Atria Wealth Solutions, Inc. held 2,148 MLM 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 2,148 shares
    Change vs previous 13F -438 shares

    0.03% of the 13F portfolio, value $1,179,622.

    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 2,586 shares
    Change vs previous 13F -1,143 shares

    0.01% of the 13F portfolio, value $1,236,616.

    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 3,729 shares
    Change vs previous 13F +675 shares

    0.02% of the 13F portfolio, value $1,926,121.

    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 3,054 shares
    Change vs previous 13F -436 shares

    0.02% of the 13F portfolio, value $1,643,822.

    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 3,490 shares
    Change vs previous 13F -235 shares

    0.02% of the 13F portfolio, value $1,890,867.

    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 3,725 shares
    Change vs previous 13F +80 shares

    0.03% of the 13F portfolio, value $2,287,173.

    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 3,645 shares
    Change vs previous 13F +119 shares

    0.02% of the 13F portfolio, value $1,818,454.

    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 3,526 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,447,268.

    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).