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Atria Wealth Solutions, Inc.: MLPX position timeline

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

Atria Wealth Solutions, Inc. held 7,569 MLPX 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 7,569 shares
    Change vs previous 13F -50,380 shares

    0.01% of the 13F portfolio, value $474,274.

    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 57,949 shares
    Change vs previous 13F +968 shares

    0.04% of the 13F portfolio, value $3,697,701.

    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 56,981 shares
    Change vs previous 13F -4,329 shares

    0.04% of the 13F portfolio, value $3,453,671.

    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 61,310 shares
    Change vs previous 13F +6 shares

    0.04% of the 13F portfolio, value $3,337,124.

    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 61,304 shares
    Change vs previous 13F +320 shares

    0.03% of the 13F portfolio, value $3,129,572.

    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 60,984 shares
    Change vs previous 13F -3,483 shares

    0.03% of the 13F portfolio, value $2,987,592.

    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 64,467 shares
    Change vs previous 13F +14,797 shares

    0.04% of the 13F portfolio, value $2,876,502.

    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 49,670 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,105,203.

    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).