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Atria Wealth Solutions, Inc.: SPTM position timeline

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

Atria Wealth Solutions, Inc. held 23,194 SPTM 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 23,194 shares
    Change vs previous 13F -1,158 shares

    0.04% of the 13F portfolio, value $1,736,994.

    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 24,352 shares
    Change vs previous 13F -9,983 shares

    0.02% of the 13F portfolio, value $1,656,199.

    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 34,335 shares
    Change vs previous 13F +2,688 shares

    0.03% of the 13F portfolio, value $2,452,526.

    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 31,647 shares
    Change vs previous 13F -3,050 shares

    0.02% of the 13F portfolio, value $2,217,188.

    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 34,697 shares
    Change vs previous 13F -3,733 shares

    0.03% of the 13F portfolio, value $2,302,179.

    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 38,430 shares
    Change vs previous 13F -11,538 shares

    0.03% of the 13F portfolio, value $2,465,265.

    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 49,968 shares
    Change vs previous 13F +2,053 shares

    0.04% of the 13F portfolio, value $2,920,626.

    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 47,915 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,515,066.

    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).