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Wealthspire Advisors, LLC: ACN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wealthspire Advisors, LLC on ACN, newest first. How the timeline and the estimate are built.

Wealthspire Advisors, LLC held 228,396 ACN shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 228,396 shares
    Change vs previous 13F +37,727 shares

    0.16% of the 13F portfolio, value $28,421,560.

    13F-HR 0001646247-26-000005 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 190,669 shares
    Change vs previous 13F +100,273 shares

    0.3% of the 13F portfolio, value $37,807,757.

    13F-HR 0001646247-26-000003 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 90,396 shares
    Change vs previous 13F +20,846 shares

    0.19% of the 13F portfolio, value $24,253,267.

    13F-HR 0001646247-26-000001 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 69,550 shares
    Change vs previous 13F -30,923 shares

    0.09% of the 13F portfolio, value $17,151,057.

    13F-HR 0001646247-25-000006 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 100,473 shares
    Change vs previous 13F +20,198 shares

    0.17% of the 13F portfolio, value $30,030,327.

    13F-HR 0001646247-25-000005 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 80,275 shares
    Change vs previous 13F -6,710 shares

    0.15% of the 13F portfolio, value $25,049,029.

    13F-HR 0001646247-25-000004 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 86,985 shares
    Change vs previous 13F -3,434 shares

    0.3% of the 13F portfolio, value $30,600,467.

    13F-HR 0001646247-25-000001 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 90,419 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $31,961,314.

    13F-HR 0001646247-24-000004 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).