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Atria Wealth Solutions, Inc.: SPG position timeline

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

Atria Wealth Solutions, Inc. held 4,542 SPG 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 4,542 shares
    Change vs previous 13F -10,457 shares

    0.02% of the 13F portfolio, value $738,236.

    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 14,999 shares
    Change vs previous 13F -2,525 shares

    0.03% of the 13F portfolio, value $2,491,021.

    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 17,524 shares
    Change vs previous 13F -1,807 shares

    0.03% of the 13F portfolio, value $3,017,902.

    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 19,331 shares
    Change vs previous 13F +1,385 shares

    0.04% of the 13F portfolio, value $3,267,395.

    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 17,946 shares
    Change vs previous 13F +33 shares

    0.03% of the 13F portfolio, value $2,724,205.

    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 17,913 shares
    Change vs previous 13F -1,496 shares

    0.03% of the 13F portfolio, value $2,834,697.

    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 19,409 shares
    Change vs previous 13F -7,368 shares

    0.03% of the 13F portfolio, value $2,768,570.

    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 26,777 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,892,763.

    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).