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Atria Wealth Solutions, Inc.: TMFC position timeline

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

Atria Wealth Solutions, Inc. held 89,291 TMFC 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 89,291 shares
    Change vs previous 13F +25,674 shares

    0.13% of the 13F portfolio, value $5,760,194.

    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 63,617 shares
    Change vs previous 13F +8,230 shares

    0.04% of the 13F portfolio, value $3,538,406.

    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 55,387 shares
    Change vs previous 13F +14,213 shares

    0.04% of the 13F portfolio, value $3,329,897.

    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 41,174 shares
    Change vs previous 13F +3,208 shares

    0.03% of the 13F portfolio, value $2,316,060.

    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 37,966 shares
    Change vs previous 13F +9,650 shares

    0.02% of the 13F portfolio, value $2,043,352.

    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 28,316 shares
    Change vs previous 13F +7,026 shares

    0.02% of the 13F portfolio, value $1,404,777.

    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 21,290 shares
    Change vs previous 13F +9,240 shares

    0.01% of the 13F portfolio, value $950,638.

    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 12,050 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $473,565.

    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).