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Disclosery

Atria Wealth Solutions, Inc.: MO position timeline

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

Atria Wealth Solutions, Inc. held 87,758 MO 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 87,758 shares
    Change vs previous 13F -73,979 shares

    0.12% of the 13F portfolio, value $5,212,765.

    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 161,737 shares
    Change vs previous 13F -43,017 shares

    0.12% of the 13F portfolio, value $9,743,747.

    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 204,754 shares
    Change vs previous 13F +28,555 shares

    0.12% of the 13F portfolio, value $10,752,019.

    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 176,199 shares
    Change vs previous 13F -4,949 shares

    0.1% of the 13F portfolio, value $9,037,186.

    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 181,148 shares
    Change vs previous 13F +2,683 shares

    0.09% of the 13F portfolio, value $8,294,322.

    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 178,465 shares
    Change vs previous 13F +16,837 shares

    0.09% of the 13F portfolio, value $7,823,939.

    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 161,628 shares
    Change vs previous 13F +12,659 shares

    0.08% of the 13F portfolio, value $6,542,387.

    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 148,969 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $6,284,526.

    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).