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Atria Wealth Solutions, Inc.: SPY position timeline

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

Atria Wealth Solutions, Inc. held 94,897 SPY 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 94,897 shares
    Change vs previous 13F -117,458 shares

    1.33% of the 13F portfolio, value $58,809,192.

    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 212,355 shares
    Change vs previous 13F -37,500 shares

    1.43% of the 13F portfolio, value $118,970,642.

    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 249,855 shares
    Change vs previous 13F +17,635 shares

    1.61% of the 13F portfolio, value $146,676,008.

    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 232,220 shares
    Change vs previous 13F -35,177 shares

    1.45% of the 13F portfolio, value $133,457,267.

    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 267,397 shares
    Change vs previous 13F +7,577 shares

    1.62% of the 13F portfolio, value $145,792,415.

    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 259,820 shares
    Change vs previous 13F +19,708 shares

    1.54% of the 13F portfolio, value $136,121,399.

    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 240,112 shares
    Change vs previous 13F +37,657 shares

    1.44% of the 13F portfolio, value $114,351,036.

    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 202,455 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $86,703,453.

    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).