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Atria Wealth Solutions, Inc.: MMM position timeline

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

Atria Wealth Solutions, Inc. held 8,213 MMM 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 8,213 shares
    Change vs previous 13F -20,981 shares

    0.03% of the 13F portfolio, value $1,253,392.

    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 29,194 shares
    Change vs previous 13F -4,761 shares

    0.05% of the 13F portfolio, value $4,287,380.

    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 33,955 shares
    Change vs previous 13F +2,950 shares

    0.05% of the 13F portfolio, value $4,383,218.

    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 31,005 shares
    Change vs previous 13F -3,606 shares

    0.05% of the 13F portfolio, value $4,238,442.

    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 34,611 shares
    Change vs previous 13F +1,839 shares

    0.04% of the 13F portfolio, value $3,536,796.

    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 32,772 shares
    Change vs previous 13F -67 shares

    0.04% of the 13F portfolio, value $3,476,130.

    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 32,839 shares
    Change vs previous 13F -2,749 shares

    0.05% of the 13F portfolio, value $3,589,886.

    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 35,588 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,331,717.

    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).