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Atria Wealth Solutions, Inc.: MLRG position timeline

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

Atria Wealth Solutions, Inc. held 21,006 MLRG 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 21,006 shares
    Change vs previous 13F -6,577 shares

    0.04% of the 13F portfolio, value $1,801,895.

    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 27,583 shares
    Change vs previous 13F -1,150 shares

    0.03% of the 13F portfolio, value $2,131,091.

    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 28,733 shares
    Change vs previous 13F +1,574 shares

    0.03% of the 13F portfolio, value $2,331,964.

    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 27,159 shares
    Change vs previous 13F -848 shares

    0.02% of the 13F portfolio, value $2,151,815.

    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 28,007 shares
    Change vs previous 13F +685 shares

    0.02% of the 13F portfolio, value $2,105,280.

    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 27,322 shares
    Change vs previous 13F +3,304 shares

    0.02% of the 13F portfolio, value $1,980,001.

    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 24,018 shares
    Change vs previous 13F +89 shares

    0.02% of the 13F portfolio, value $1,579,411.

    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 23,929 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,414,417.

    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).