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Atria Wealth Solutions, Inc.: SPYV position timeline

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

Atria Wealth Solutions, Inc. held 156,373 SPYV 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 156,373 shares
    Change vs previous 13F -19,439 shares

    0.19% of the 13F portfolio, value $8,187,680.

    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 175,812 shares
    Change vs previous 13F -1,826 shares

    0.11% of the 13F portfolio, value $8,978,693.

    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 177,638 shares
    Change vs previous 13F -72,880 shares

    0.1% of the 13F portfolio, value $9,084,404.

    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 250,518 shares
    Change vs previous 13F +166 shares

    0.14% of the 13F portfolio, value $13,242,390.

    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 250,352 shares
    Change vs previous 13F +1,891 shares

    0.14% of the 13F portfolio, value $12,202,154.

    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 248,461 shares
    Change vs previous 13F -117,057 shares

    0.14% of the 13F portfolio, value $12,447,903.

    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 365,518 shares
    Change vs previous 13F +142,047 shares

    0.21% of the 13F portfolio, value $17,044,103.

    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 223,471 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $9,220,436.

    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).