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Atria Wealth Solutions, Inc.

SEC CIK
0001927543
Latest filing
Jul 25, 2025

SMPL holding history

Simply Good Foods Co in every 13F filed by Atria Wealth Solutions, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SMPL overviewAll 13F holders of SMPLFull Q2 2025 holdings

Shares (Q1 2024)
0
Sold out in Q1 2024
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q1 2022
Holdings of SMPL by Atria Wealth Solutions, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20240$00.0%−11,825−100.0%Sold outHolders
Q4 202311,825$468.3K<0.1%−600−4.8%ReducedHolders
Q3 202312,425$428.9K<0.1%−300−2.4%ReducedHolders
Q2 202312,725$465.6K<0.1%00.0%UnchangedHolders
Q1 202312,725$506.1K<0.1%00.0%UnchangedHolders
Q4 202212,725$483.9K<0.1%−150−1.2%ReducedHolders
Q3 202212,875$411.9K<0.1%+12,875NewHolders
Q2 20220$00.0%−6,850−100.0%Sold outHolders
Q1 20226,850$260.0K<0.1%–No prior filingHolders