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Disclosery

Atria Wealth Solutions, Inc.: SPEM position timeline

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

Atria Wealth Solutions, Inc. held 13,647 SPEM 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 13,647 shares
    Change vs previous 13F -121,973 shares

    0.01% of the 13F portfolio, value $583,353.

    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 135,620 shares
    Change vs previous 13F -79,871 shares

    0.06% of the 13F portfolio, value $5,339,356.

    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 215,491 shares
    Change vs previous 13F -9,337 shares

    0.09% of the 13F portfolio, value $8,268,397.

    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 224,828 shares
    Change vs previous 13F -6,094 shares

    0.1% of the 13F portfolio, value $9,280,918.

    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 230,922 shares
    Change vs previous 13F +53,934 shares

    0.1% of the 13F portfolio, value $8,698,844.

    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 176,988 shares
    Change vs previous 13F -71,573 shares

    0.07% of the 13F portfolio, value $6,405,213.

    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 248,561 shares
    Change vs previous 13F +57,111 shares

    0.11% of the 13F portfolio, value $8,801,579.

    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 191,450 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $6,426,999.

    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).