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Atria Wealth Solutions, Inc.: SPYM position timeline

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

Atria Wealth Solutions, Inc. held 337,033 SPYM 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 337,033 shares
    Change vs previous 13F -37,786 shares

    0.55% of the 13F portfolio, value $24,499,346.

    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 374,819 shares
    Change vs previous 13F -58,876 shares

    0.3% of the 13F portfolio, value $24,648,851.

    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 433,695 shares
    Change vs previous 13F +60,172 shares

    0.33% of the 13F portfolio, value $29,898,946.

    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 373,523 shares
    Change vs previous 13F -36,500 shares

    0.27% of the 13F portfolio, value $25,216,517.

    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 410,023 shares
    Change vs previous 13F +905 shares

    0.29% of the 13F portfolio, value $26,241,524.

    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 409,118 shares
    Change vs previous 13F +9,642 shares

    0.28% of the 13F portfolio, value $25,173,000.

    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 399,476 shares
    Change vs previous 13F +32,231 shares

    0.28% of the 13F portfolio, value $22,330,717.

    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 367,245 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $18,457,716.

    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).