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Atria Wealth Solutions, Inc.: SPIB position timeline

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

Atria Wealth Solutions, Inc. held 63,438 SPIB 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 63,438 shares
    Change vs previous 13F -48,768 shares

    0.05% of the 13F portfolio, value $2,123,897.

    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 112,206 shares
    Change vs previous 13F -32,511 shares

    0.04% of the 13F portfolio, value $3,729,707.

    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 144,717 shares
    Change vs previous 13F +50,340 shares

    0.05% of the 13F portfolio, value $4,740,912.

    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 94,377 shares
    Change vs previous 13F +13,288 shares

    0.03% of the 13F portfolio, value $3,181,462.

    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 81,089 shares
    Change vs previous 13F +13,231 shares

    0.03% of the 13F portfolio, value $2,640,255.

    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 67,858 shares
    Change vs previous 13F -13,165 shares

    0.03% of the 13F portfolio, value $2,218,270.

    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 81,023 shares
    Change vs previous 13F +60,809 shares

    0.03% of the 13F portfolio, value $2,660,007.

    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 20,214 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $635,728.

    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).