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Atria Wealth Solutions, Inc.: SPAB position timeline

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

Atria Wealth Solutions, Inc. held 230,314 SPAB 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 230,314 shares
    Change vs previous 13F +58,290 shares

    0.13% of the 13F portfolio, value $5,896,055.

    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 172,024 shares
    Change vs previous 13F -6,720 shares

    0.05% of the 13F portfolio, value $4,393,514.

    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 178,744 shares
    Change vs previous 13F -15,923 shares

    0.05% of the 13F portfolio, value $4,466,815.

    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 194,667 shares
    Change vs previous 13F +34,033 shares

    0.06% of the 13F portfolio, value $5,088,605.

    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 160,634 shares
    Change vs previous 13F +61,624 shares

    0.04% of the 13F portfolio, value $4,030,313.

    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 99,010 shares
    Change vs previous 13F -23,435 shares

    0.03% of the 13F portfolio, value $2,502,977.

    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 122,445 shares
    Change vs previous 13F +36,253 shares

    0.04% of the 13F portfolio, value $3,139,525.

    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 86,192 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,097,926.

    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).