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Wealthspire Advisors, LLC: AJG position timeline

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

Wealthspire Advisors, LLC held 13,761 AJG 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 13,761 shares
    Change vs previous 13F -49 shares

    0.02% of the 13F portfolio, value $3,159,187.

    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 13,810 shares
    Change vs previous 13F -588 shares

    0.02% of the 13F portfolio, value $2,990,876.

    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 14,398 shares
    Change vs previous 13F +7,104 shares

    0.03% of the 13F portfolio, value $3,726,085.

    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 7,294 shares
    Change vs previous 13F -180 shares

    0.01% of the 13F portfolio, value $2,259,462.

    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 7,474 shares
    Change vs previous 13F -100 shares

    0.01% of the 13F portfolio, value $2,392,934.

    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 7,574 shares
    Change vs previous 13F +3,365 shares

    0.02% of the 13F portfolio, value $2,614,542.

    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 4,209 shares
    Change vs previous 13F +582 shares

    0.01% of the 13F portfolio, value $1,194,914.

    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 3,627 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,020,481.

    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).