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Atria Wealth Solutions, Inc.: SPHD position timeline

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

Atria Wealth Solutions, Inc. held 18,405 SPHD 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 18,405 shares
    Change vs previous 13F -49,715 shares

    0.02% of the 13F portfolio, value $875,334.

    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 68,120 shares
    Change vs previous 13F +2,564 shares

    0.04% of the 13F portfolio, value $3,421,660.

    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 65,556 shares
    Change vs previous 13F -6,144 shares

    0.03% of the 13F portfolio, value $3,166,993.

    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 71,700 shares
    Change vs previous 13F -740 shares

    0.04% of the 13F portfolio, value $3,625,881.

    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 72,440 shares
    Change vs previous 13F -286,334 shares

    0.04% of the 13F portfolio, value $3,218,487.

    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 358,774 shares
    Change vs previous 13F +793 shares

    0.18% of the 13F portfolio, value $15,929,564.

    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 357,981 shares
    Change vs previous 13F +7,876 shares

    0.19% of the 13F portfolio, value $15,181,988.

    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 350,105 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $13,720,644.

    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).