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Atria Wealth Solutions, Inc.: MSFT position timeline

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

Atria Wealth Solutions, Inc. held 139,747 MSFT 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 139,747 shares
    Change vs previous 13F -182,741 shares

    1.57% of the 13F portfolio, value $69,565,325.

    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 322,488 shares
    Change vs previous 13F -87,368 shares

    1.46% of the 13F portfolio, value $121,058,923.

    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 409,856 shares
    Change vs previous 13F -39,046 shares

    1.9% of the 13F portfolio, value $172,754,192.

    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 448,902 shares
    Change vs previous 13F -38,467 shares

    2.1% of the 13F portfolio, value $193,162,433.

    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 487,369 shares
    Change vs previous 13F -10,879 shares

    2.41% of the 13F portfolio, value $217,829,919.

    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 498,248 shares
    Change vs previous 13F +59,284 shares

    2.37% of the 13F portfolio, value $209,623,250.

    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 438,964 shares
    Change vs previous 13F +20,517 shares

    2.08% of the 13F portfolio, value $165,068,557.

    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 418,447 shares
    Change vs previous 13F not available

    1.85% of the 13F portfolio, value $132,125,084.

    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).