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Atria Wealth Solutions, Inc.: SPGP position timeline

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

Atria Wealth Solutions, Inc. held 90,906 SPGP 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 90,906 shares
    Change vs previous 13F -894 shares

    0.22% of the 13F portfolio, value $9,832,571.

    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 91,800 shares
    Change vs previous 13F -10,163 shares

    0.11% of the 13F portfolio, value $9,168,951.

    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 101,963 shares
    Change vs previous 13F -28,763 shares

    0.12% of the 13F portfolio, value $10,693,832.

    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 130,726 shares
    Change vs previous 13F -23,833 shares

    0.15% of the 13F portfolio, value $13,683,047.

    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 154,559 shares
    Change vs previous 13F +8,976 shares

    0.18% of the 13F portfolio, value $15,885,575.

    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 145,583 shares
    Change vs previous 13F +17,111 shares

    0.18% of the 13F portfolio, value $15,503,044.

    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 128,472 shares
    Change vs previous 13F +15,445 shares

    0.16% of the 13F portfolio, value $12,595,341.

    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 113,027 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $10,312,567.

    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).