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Wealthspire Advisors, LLC: ACWX position timeline

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

Wealthspire Advisors, LLC held 1,180,155 ACWX 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 1,180,155 shares
    Change vs previous 13F +1,167,371 shares

    0.49% of the 13F portfolio, value $89,821,622.

    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 12,784 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $875,339.

    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 12,784 shares
    Change vs previous 13F +141 shares

    0.01% of the 13F portfolio, value $858,208.

    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 12,643 shares
    Change vs previous 13F -5,727 shares

    <0.01% of the 13F portfolio, value $821,930.

    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 18,370 shares
    Change vs previous 13F +4,470 shares

    0.01% of the 13F portfolio, value $1,119,475.

    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 13,900 shares
    Change vs previous 13F +1,770 shares

    <0.01% of the 13F portfolio, value $770,755.

    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 12,130 shares
    Change vs previous 13F +2,594 shares

    0.01% of the 13F portfolio, value $632,701.

    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 9,536 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $545,650.

    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).