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Atria Wealth Solutions, Inc.: SPTL position timeline

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

Atria Wealth Solutions, Inc. held 81,340 SPTL 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 81,340 shares
    Change vs previous 13F -178,907 shares

    0.05% of the 13F portfolio, value $2,160,156.

    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 260,247 shares
    Change vs previous 13F -22,481 shares

    0.09% of the 13F portfolio, value $7,094,330.

    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 282,728 shares
    Change vs previous 13F -129,480 shares

    0.08% of the 13F portfolio, value $7,404,649.

    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 412,208 shares
    Change vs previous 13F +67,516 shares

    0.13% of the 13F portfolio, value $11,982,893.

    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 344,692 shares
    Change vs previous 13F +32,922 shares

    0.1% of the 13F portfolio, value $9,382,525.

    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 311,770 shares
    Change vs previous 13F +92,964 shares

    0.1% of the 13F portfolio, value $8,710,865.

    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 218,806 shares
    Change vs previous 13F +43,032 shares

    0.08% of the 13F portfolio, value $6,349,742.

    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 175,774 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,596,475.

    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).