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Atria Wealth Solutions, Inc.: SPSM position timeline

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

Atria Wealth Solutions, Inc. held 76,590 SPSM 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 76,590 shares
    Change vs previous 13F -6,636 shares

    0.07% of the 13F portfolio, value $3,303,022.

    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 83,226 shares
    Change vs previous 13F -10,685 shares

    0.04% of the 13F portfolio, value $3,392,276.

    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 93,911 shares
    Change vs previous 13F +11,826 shares

    0.05% of the 13F portfolio, value $4,218,478.

    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 82,085 shares
    Change vs previous 13F -13,811 shares

    0.04% of the 13F portfolio, value $3,735,684.

    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 95,896 shares
    Change vs previous 13F -4,354 shares

    0.04% of the 13F portfolio, value $3,982,589.

    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 100,250 shares
    Change vs previous 13F -6,707 shares

    0.05% of the 13F portfolio, value $4,314,769.

    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 106,957 shares
    Change vs previous 13F +7,152 shares

    0.06% of the 13F portfolio, value $4,511,486.

    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 99,805 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,682,826.

    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).