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Atria Wealth Solutions, Inc.: MUC position timeline

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

Atria Wealth Solutions, Inc. held 22,112 MUC 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 22,112 shares
    Change vs previous 13F -131,824 shares

    0.01% of the 13F portfolio, value $230,031.

    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 153,936 shares
    Change vs previous 13F -13,501 shares

    0.02% of the 13F portfolio, value $1,656,176.

    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 167,437 shares
    Change vs previous 13F +38,842 shares

    0.02% of the 13F portfolio, value $1,779,860.

    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 128,595 shares
    Change vs previous 13F +8,453 shares

    0.02% of the 13F portfolio, value $1,486,947.

    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 120,142 shares
    Change vs previous 13F -15,881 shares

    0.01% of the 13F portfolio, value $1,338,763.

    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 136,023 shares
    Change vs previous 13F +12,687 shares

    0.02% of the 13F portfolio, value $1,503,458.

    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 123,336 shares
    Change vs previous 13F +20,671 shares

    0.02% of the 13F portfolio, value $1,372,731.

    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 102,665 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $984,501.

    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).