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Atria Wealth Solutions, Inc.: SPLV position timeline

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

Atria Wealth Solutions, Inc. held 85,461 SPLV 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 85,461 shares
    Change vs previous 13F +19,188 shares

    0.14% of the 13F portfolio, value $6,225,432.

    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 66,273 shares
    Change vs previous 13F -89,046 shares

    0.06% of the 13F portfolio, value $4,951,954.

    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 155,319 shares
    Change vs previous 13F -24,461 shares

    0.12% of the 13F portfolio, value $10,872,264.

    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 179,780 shares
    Change vs previous 13F +40,379 shares

    0.14% of the 13F portfolio, value $12,895,624.

    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 139,401 shares
    Change vs previous 13F -2,639 shares

    0.1% of the 13F portfolio, value $9,054,095.

    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 142,040 shares
    Change vs previous 13F -14,623 shares

    0.11% of the 13F portfolio, value $9,356,101.

    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 156,663 shares
    Change vs previous 13F +8,312 shares

    0.12% of the 13F portfolio, value $9,816,429.

    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 148,351 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $8,721,565.

    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).