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Atria Wealth Solutions, Inc.: SPMO position timeline

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

Atria Wealth Solutions, Inc. held 79,320 SPMO 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 79,320 shares
    Change vs previous 13F -16,787 shares

    0.2% of the 13F portfolio, value $8,921,572.

    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 96,107 shares
    Change vs previous 13F +27,306 shares

    0.11% of the 13F portfolio, value $8,892,747.

    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 68,801 shares
    Change vs previous 13F -12,099 shares

    0.07% of the 13F portfolio, value $6,536,799.

    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 80,900 shares
    Change vs previous 13F +2,828 shares

    0.08% of the 13F portfolio, value $7,332,777.

    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 78,072 shares
    Change vs previous 13F +23,655 shares

    0.08% of the 13F portfolio, value $6,828,203.

    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 54,417 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,365,332.

    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).