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Atria Wealth Solutions, Inc.: SPDW position timeline

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

Atria Wealth Solutions, Inc. held 69,849 SPDW 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 69,849 shares
    Change vs previous 13F -133,438 shares

    0.06% of the 13F portfolio, value $2,828,198.

    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 203,287 shares
    Change vs previous 13F -26,957 shares

    0.09% of the 13F portfolio, value $7,401,695.

    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 230,244 shares
    Change vs previous 13F +52,601 shares

    0.09% of the 13F portfolio, value $7,858,243.

    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 177,643 shares
    Change vs previous 13F -11,289 shares

    0.07% of the 13F portfolio, value $6,672,276.

    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 188,932 shares
    Change vs previous 13F +10,869 shares

    0.07% of the 13F portfolio, value $6,627,738.

    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 178,063 shares
    Change vs previous 13F +3,718 shares

    0.07% of the 13F portfolio, value $6,381,752.

    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 174,345 shares
    Change vs previous 13F +4,845 shares

    0.07% of the 13F portfolio, value $5,929,457.

    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 169,500 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $5,256,203.

    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).