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Atria Wealth Solutions, Inc.: SPYD position timeline

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

Atria Wealth Solutions, Inc. held 17,590 SPYD 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 17,590 shares
    Change vs previous 13F -8,567 shares

    0.02% of the 13F portfolio, value $751,909.

    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 26,157 shares
    Change vs previous 13F +442 shares

    0.01% of the 13F portfolio, value $1,157,708.

    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 25,715 shares
    Change vs previous 13F -5,258 shares

    0.01% of the 13F portfolio, value $1,111,917.

    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 30,973 shares
    Change vs previous 13F +322 shares

    0.02% of the 13F portfolio, value $1,413,917.

    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 30,651 shares
    Change vs previous 13F -1,051 shares

    0.01% of the 13F portfolio, value $1,233,089.

    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 31,702 shares
    Change vs previous 13F +2,793 shares

    0.01% of the 13F portfolio, value $1,290,588.

    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 28,909 shares
    Change vs previous 13F -23,259 shares

    0.01% of the 13F portfolio, value $1,132,937.

    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 52,168 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,829,532.

    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).