Skip to content
Disclosery

Atria Wealth Solutions, Inc.: SPSB position timeline

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

Atria Wealth Solutions, Inc. held 48,158 SPSB 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 48,158 shares
    Change vs previous 13F -57,000 shares

    0.03% of the 13F portfolio, value $1,453,902.

    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 105,158 shares
    Change vs previous 13F -17,213 shares

    0.04% of the 13F portfolio, value $3,165,248.

    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 122,371 shares
    Change vs previous 13F -9,762 shares

    0.04% of the 13F portfolio, value $3,653,980.

    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 132,133 shares
    Change vs previous 13F +20,154 shares

    0.04% of the 13F portfolio, value $4,000,984.

    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 111,979 shares
    Change vs previous 13F +9,566 shares

    0.04% of the 13F portfolio, value $3,325,763.

    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 102,413 shares
    Change vs previous 13F +7,215 shares

    0.03% of the 13F portfolio, value $3,048,838.

    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 95,198 shares
    Change vs previous 13F -5,787 shares

    0.04% of the 13F portfolio, value $2,835,006.

    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 100,985 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,960,870.

    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).