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Atria Wealth Solutions, Inc.: SPYG position timeline

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

Atria Wealth Solutions, Inc. held 208,623 SPYG 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 208,623 shares
    Change vs previous 13F -71,371 shares

    0.45% of the 13F portfolio, value $19,891,457.

    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 279,994 shares
    Change vs previous 13F -163,102 shares

    0.27% of the 13F portfolio, value $22,503,177.

    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 443,096 shares
    Change vs previous 13F +146,396 shares

    0.43% of the 13F portfolio, value $38,948,105.

    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 296,700 shares
    Change vs previous 13F -144,496 shares

    0.27% of the 13F portfolio, value $24,608,315.

    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 441,196 shares
    Change vs previous 13F +118,964 shares

    0.39% of the 13F portfolio, value $35,353,045.

    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 322,232 shares
    Change vs previous 13F +13,186 shares

    0.27% of the 13F portfolio, value $23,571,217.

    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 309,046 shares
    Change vs previous 13F -95,582 shares

    0.25% of the 13F portfolio, value $20,106,519.

    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 404,628 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $23,986,384.

    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).