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Atria Wealth Solutions, Inc.: MUB position timeline

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

Atria Wealth Solutions, Inc. held 124,365 MUB 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 124,365 shares
    Change vs previous 13F -145,909 shares

    0.29% of the 13F portfolio, value $12,991,133.

    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 270,274 shares
    Change vs previous 13F -29,958 shares

    0.34% of the 13F portfolio, value $28,497,554.

    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 300,232 shares
    Change vs previous 13F +38,778 shares

    0.35% of the 13F portfolio, value $31,989,678.

    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 261,454 shares
    Change vs previous 13F +29,928 shares

    0.31% of the 13F portfolio, value $28,401,735.

    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 231,526 shares
    Change vs previous 13F +30,864 shares

    0.27% of the 13F portfolio, value $24,669,091.

    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 200,662 shares
    Change vs previous 13F +17,896 shares

    0.24% of the 13F portfolio, value $21,591,283.

    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 182,766 shares
    Change vs previous 13F +808 shares

    0.25% of the 13F portfolio, value $19,813,650.

    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 181,958 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $18,657,904.

    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).