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Atria Wealth Solutions, Inc.: MSI position timeline

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

Atria Wealth Solutions, Inc. held 2,814 MSI 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 2,814 shares
    Change vs previous 13F -4,202 shares

    0.03% of the 13F portfolio, value $1,186,495.

    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 7,016 shares
    Change vs previous 13F -528 shares

    0.04% of the 13F portfolio, value $3,077,140.

    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 7,544 shares
    Change vs previous 13F +3,649 shares

    0.04% of the 13F portfolio, value $3,491,625.

    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 3,895 shares
    Change vs previous 13F +2 shares

    0.02% of the 13F portfolio, value $1,753,894.

    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 3,893 shares
    Change vs previous 13F -1,022 shares

    0.02% of the 13F portfolio, value $1,505,616.

    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 4,915 shares
    Change vs previous 13F +657 shares

    0.02% of the 13F portfolio, value $1,747,838.

    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 4,258 shares
    Change vs previous 13F +13 shares

    0.02% of the 13F portfolio, value $1,335,037.

    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 4,245 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,157,357.

    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).