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Atria Wealth Solutions, Inc.: SPTS position timeline

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

Atria Wealth Solutions, Inc. held 513,226 SPTS 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 513,226 shares
    Change vs previous 13F -36,049 shares

    0.34% of the 13F portfolio, value $15,028,460.

    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 549,275 shares
    Change vs previous 13F +475,844 shares

    0.19% of the 13F portfolio, value $16,060,813.

    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 73,431 shares
    Change vs previous 13F +11,653 shares

    0.02% of the 13F portfolio, value $2,130,241.

    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 61,778 shares
    Change vs previous 13F -9,226 shares

    0.02% of the 13F portfolio, value $1,816,898.

    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 71,004 shares
    Change vs previous 13F +16,190 shares

    0.02% of the 13F portfolio, value $2,049,899.

    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 54,814 shares
    Change vs previous 13F -60,924 shares

    0.02% of the 13F portfolio, value $1,585,234.

    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 115,738 shares
    Change vs previous 13F +78,142 shares

    0.04% of the 13F portfolio, value $3,362,195.

    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 37,596 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,079,771.

    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).