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Wealthspire Advisors, LLC: ADC position timeline

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

Wealthspire Advisors, LLC held 5,719 ADC 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 5,719 shares
    Change vs previous 13F -462 shares

    <0.01% of the 13F portfolio, value $433,167.

    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 6,181 shares
    Change vs previous 13F -363 shares

    <0.01% of the 13F portfolio, value $465,934.

    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 6,544 shares
    Change vs previous 13F +2,810 shares

    <0.01% of the 13F portfolio, value $471,374.

    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 3,734 shares
    Change vs previous 13F -128 shares

    <0.01% of the 13F portfolio, value $265,264.

    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 3,862 shares
    Change vs previous 13F -323 shares

    <0.01% of the 13F portfolio, value $282,158.

    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 4,185 shares
    Change vs previous 13F -363 shares

    <0.01% of the 13F portfolio, value $323,040.

    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 4,548 shares
    Change vs previous 13F +572 shares

    <0.01% of the 13F portfolio, value $320,408.

    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 3,976 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $299,513.

    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).