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Wealthspire Advisors, LLC: AIQ position timeline

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

Wealthspire Advisors, LLC held 25,855 AIQ 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 25,855 shares
    Change vs previous 13F +3,131 shares

    0.01% of the 13F portfolio, value $1,696,369.

    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 22,724 shares
    Change vs previous 13F +192 shares

    0.01% of the 13F portfolio, value $1,060,545.

    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 22,532 shares
    Change vs previous 13F +1,044 shares

    0.01% of the 13F portfolio, value $1,145,980.

    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 21,488 shares
    Change vs previous 13F +1,501 shares

    0.01% of the 13F portfolio, value $1,061,289.

    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 19,987 shares
    Change vs previous 13F -16,541 shares

    <0.01% of the 13F portfolio, value $873,221.

    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 36,528 shares
    Change vs previous 13F +5,354 shares

    0.01% of the 13F portfolio, value $1,328,885.

    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 31,174 shares
    Change vs previous 13F +5,915 shares

    0.01% of the 13F portfolio, value $1,204,565.

    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 25,259 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $938,879.

    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).