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Wealthspire Advisors, LLC: ADP position timeline

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

Wealthspire Advisors, LLC held 12,886 ADP 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 12,886 shares
    Change vs previous 13F +5,307 shares

    0.02% of the 13F portfolio, value $2,885,744.

    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 7,579 shares
    Change vs previous 13F -3,138 shares

    0.01% of the 13F portfolio, value $1,539,979.

    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 10,717 shares
    Change vs previous 13F +1,822 shares

    0.02% of the 13F portfolio, value $2,756,808.

    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 8,895 shares
    Change vs previous 13F -440 shares

    0.01% of the 13F portfolio, value $2,610,563.

    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 9,335 shares
    Change vs previous 13F +36 shares

    0.02% of the 13F portfolio, value $2,878,821.

    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 9,299 shares
    Change vs previous 13F -523 shares

    0.02% of the 13F portfolio, value $2,841,155.

    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 9,822 shares
    Change vs previous 13F -485 shares

    0.03% of the 13F portfolio, value $2,875,220.

    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 10,307 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,852,231.

    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).