Skip to main content

Atria Wealth Solutions, Inc.

SEC CIK
0001927543
Latest filing
Jul 25, 2025

NMFC holding history

New Mountain Finance Corp in every 13F filed by Atria Wealth Solutions, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

NMFC overviewAll 13F holders of NMFCFull Q2 2025 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
12
Since Q1 2022
Holdings of NMFC by Atria Wealth Solutions, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−23,968−100.0%Sold outHolders
Q1 202523,968$264.4K<0.1%−2,986−11.1%ReducedHolders
Q4 202426,954$303.7K<0.1%−3,600−11.8%ReducedHolders
Q3 202430,554$366.0K<0.1%−5,400−15.0%ReducedHolders
Q2 202435,954$440.1K<0.1%−1,250−3.4%ReducedHolders
Q1 202437,204$484.8K<0.1%+250+0.7%AddedHolders
Q4 202336,954$470.1K<0.1%00.0%UnchangedHolders
Q3 202336,954$478.6K<0.1%+3,000+8.8%AddedHolders
Q2 202333,954$422.4K<0.1%−1,000−2.9%ReducedHolders
Q1 202334,954$425.4K<0.1%−1,000−2.8%ReducedHolders
Q4 202235,954$444.8K<0.1%+2,500+7.5%AddedHolders
Q3 202233,454$385.7K<0.1%+33,454NewHolders
Q2 20220$00.0%−33,099−100.0%Sold outHolders
Q1 202233,099$458.0K<0.1%–No prior filingHolders