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Wealthspire Advisors, LLC: AUB position timeline

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

Wealthspire Advisors, LLC held 59,958 AUB 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 59,958 shares
    Change vs previous 13F -617 shares

    0.01% of the 13F portfolio, value $2,536,840.

    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 60,575 shares
    Change vs previous 13F +54,709 shares

    0.02% of the 13F portfolio, value $2,164,938.

    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 5,866 shares
    Change vs previous 13F +599 shares

    <0.01% of the 13F portfolio, value $207,070.

    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 5,267 shares
    Change vs previous 13F -2,227 shares

    <0.01% of the 13F portfolio, value $185,873.

    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 7,494 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $234,413.

    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).