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Atria Wealth Solutions, Inc.: MMIT position timeline

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

Atria Wealth Solutions, Inc. held 31,248 MMIT 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 31,248 shares
    Change vs previous 13F +4,265 shares

    0.02% of the 13F portfolio, value $745,265.

    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 26,983 shares
    Change vs previous 13F +677 shares

    0.01% of the 13F portfolio, value $646,783.

    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 26,306 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $632,912.

    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 26,306 shares
    Change vs previous 13F -4,732 shares

    0.01% of the 13F portfolio, value $647,128.

    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 31,038 shares
    Change vs previous 13F -15,944 shares

    0.01% of the 13F portfolio, value $750,499.

    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 46,982 shares
    Change vs previous 13F -1,492 shares

    0.01% of the 13F portfolio, value $1,145,891.

    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 48,474 shares
    Change vs previous 13F +2,861 shares

    0.01% of the 13F portfolio, value $1,192,853.

    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 45,613 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,071,906.

    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).