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Atria Wealth Solutions, Inc.: SPHQ position timeline

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

Atria Wealth Solutions, Inc. held 198,875 SPHQ 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 198,875 shares
    Change vs previous 13F -247,657 shares

    0.32% of the 13F portfolio, value $14,230,599.

    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 446,532 shares
    Change vs previous 13F +15,227 shares

    0.36% of the 13F portfolio, value $29,622,953.

    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 431,305 shares
    Change vs previous 13F +21,757 shares

    0.32% of the 13F portfolio, value $28,910,379.

    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 409,548 shares
    Change vs previous 13F +197,694 shares

    0.3% of the 13F portfolio, value $27,550,312.

    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 211,854 shares
    Change vs previous 13F +51,382 shares

    0.15% of the 13F portfolio, value $13,461,183.

    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 160,472 shares
    Change vs previous 13F +7,600 shares

    0.11% of the 13F portfolio, value $9,695,699.

    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 152,872 shares
    Change vs previous 13F +2,748 shares

    0.1% of the 13F portfolio, value $8,267,299.

    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 150,124 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $7,512,185.

    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).