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Disclosery

Atria Wealth Solutions, Inc.: MSM position timeline

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

Atria Wealth Solutions, Inc. held 3,084 MSM 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 3,084 shares
    Change vs previous 13F -851 shares

    0.01% of the 13F portfolio, value $262,204.

    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 3,935 shares
    Change vs previous 13F -919 shares

    <0.01% of the 13F portfolio, value $305,634.

    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 4,854 shares
    Change vs previous 13F -2,130 shares

    <0.01% of the 13F portfolio, value $362,547.

    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 6,984 shares
    Change vs previous 13F -1,781 shares

    0.01% of the 13F portfolio, value $601,045.

    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 8,765 shares
    Change vs previous 13F -1 shares

    0.01% of the 13F portfolio, value $695,132.

    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 8,766 shares
    Change vs previous 13F +228 shares

    0.01% of the 13F portfolio, value $850,700.

    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 8,538 shares
    Change vs previous 13F +2,357 shares

    0.01% of the 13F portfolio, value $864,583.

    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 6,181 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $606,678.

    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).