Skip to content
Disclosery

Atria Wealth Solutions, Inc.: MTUM position timeline

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

Atria Wealth Solutions, Inc. held 54,097 MTUM 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 54,097 shares
    Change vs previous 13F -33,948 shares

    0.29% of the 13F portfolio, value $12,995,256.

    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 88,045 shares
    Change vs previous 13F -6,097 shares

    0.21% of the 13F portfolio, value $17,796,424.

    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 94,142 shares
    Change vs previous 13F +62,812 shares

    0.21% of the 13F portfolio, value $19,479,866.

    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 31,330 shares
    Change vs previous 13F -3,801 shares

    0.07% of the 13F portfolio, value $6,352,321.

    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 35,131 shares
    Change vs previous 13F -9,282 shares

    0.08% of the 13F portfolio, value $6,845,967.

    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 44,413 shares
    Change vs previous 13F +15,027 shares

    0.09% of the 13F portfolio, value $8,320,897.

    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 29,386 shares
    Change vs previous 13F -313 shares

    0.06% of the 13F portfolio, value $4,610,233.

    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 29,699 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,154,071.

    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).