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Disclosery

Atria Wealth Solutions, Inc.: MTB position timeline

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

Atria Wealth Solutions, Inc. held 9,980 MTB 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 9,980 shares
    Change vs previous 13F -870 shares

    0.04% of the 13F portfolio, value $1,954,309.

    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 10,850 shares
    Change vs previous 13F +183 shares

    0.02% of the 13F portfolio, value $1,939,425.

    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 10,667 shares
    Change vs previous 13F -603 shares

    0.02% of the 13F portfolio, value $2,005,499.

    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 11,270 shares
    Change vs previous 13F +383 shares

    0.02% of the 13F portfolio, value $2,007,466.

    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 10,887 shares
    Change vs previous 13F -2,621 shares

    0.02% of the 13F portfolio, value $1,647,955.

    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 13,508 shares
    Change vs previous 13F +967 shares

    0.02% of the 13F portfolio, value $1,966,561.

    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 12,541 shares
    Change vs previous 13F +1,013 shares

    0.02% of the 13F portfolio, value $1,719,165.

    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 11,528 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,457,732.

    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).