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Atria Wealth Solutions, Inc.: MPT position timeline

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

Atria Wealth Solutions, Inc. held 46,961 MPT 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 46,961 shares
    Change vs previous 13F -39,920 shares

    <0.01% of the 13F portfolio, value $202,403.

    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 86,881 shares
    Change vs previous 13F -24,609 shares

    0.01% of the 13F portfolio, value $523,893.

    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 111,490 shares
    Change vs previous 13F +2,948 shares

    <0.01% of the 13F portfolio, value $440,386.

    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 108,542 shares
    Change vs previous 13F -9,967 shares

    0.01% of the 13F portfolio, value $634,990.

    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 118,509 shares
    Change vs previous 13F -57,833 shares

    0.01% of the 13F portfolio, value $510,801.

    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 176,342 shares
    Change vs previous 13F +12,181 shares

    0.01% of the 13F portfolio, value $828,806.

    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 164,161 shares
    Change vs previous 13F -24,912 shares

    0.01% of the 13F portfolio, value $808,889.

    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 189,073 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,033,460.

    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).