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Atria Wealth Solutions, Inc.: SPHY position timeline

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

Atria Wealth Solutions, Inc. held 92,867 SPHY 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 92,867 shares
    Change vs previous 13F -204,780 shares

    0.05% of the 13F portfolio, value $2,210,111.

    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 297,647 shares
    Change vs previous 13F -69,411 shares

    0.08% of the 13F portfolio, value $6,970,892.

    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 367,058 shares
    Change vs previous 13F +165,523 shares

    0.09% of the 13F portfolio, value $8,614,846.

    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 201,535 shares
    Change vs previous 13F +72,505 shares

    0.05% of the 13F portfolio, value $4,846,917.

    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 129,030 shares
    Change vs previous 13F +61,757 shares

    0.03% of the 13F portfolio, value $2,997,371.

    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 67,273 shares
    Change vs previous 13F -84,588 shares

    0.02% of the 13F portfolio, value $1,578,213.

    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 151,861 shares
    Change vs previous 13F +3,664 shares

    0.04% of the 13F portfolio, value $3,550,499.

    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 148,197 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,322,577.

    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).