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Atria Wealth Solutions, Inc.: SPYI position timeline

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

Atria Wealth Solutions, Inc. held 22,606 SPYI 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 22,606 shares
    Change vs previous 13F -22,958 shares

    0.03% of the 13F portfolio, value $1,140,672.

    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 45,564 shares
    Change vs previous 13F +7,190 shares

    0.03% of the 13F portfolio, value $2,182,025.

    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 38,374 shares
    Change vs previous 13F +8,566 shares

    0.02% of the 13F portfolio, value $1,950,163.

    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 29,808 shares
    Change vs previous 13F +7,072 shares

    0.02% of the 13F portfolio, value $1,528,506.

    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 22,736 shares
    Change vs previous 13F +15,640 shares

    0.01% of the 13F portfolio, value $1,143,447.

    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 7,096 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $357,355.

    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 7,096 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $342,027.

    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).