Skip to content
Disclosery

Wealthspire Advisors, LLC: BA position timeline

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

Wealthspire Advisors, LLC held 22,904 BA 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 22,904 shares
    Change vs previous 13F +1,386 shares

    0.03% of the 13F portfolio, value $4,957,931.

    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 21,518 shares
    Change vs previous 13F -1,199 shares

    0.03% of the 13F portfolio, value $4,282,696.

    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 22,717 shares
    Change vs previous 13F +8,110 shares

    0.04% of the 13F portfolio, value $4,932,400.

    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 14,607 shares
    Change vs previous 13F -478 shares

    0.02% of the 13F portfolio, value $3,152,755.

    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 15,085 shares
    Change vs previous 13F +496 shares

    0.02% of the 13F portfolio, value $3,160,742.

    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 14,589 shares
    Change vs previous 13F -244 shares

    0.01% of the 13F portfolio, value $2,488,160.

    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 14,833 shares
    Change vs previous 13F -133 shares

    0.03% of the 13F portfolio, value $2,625,402.

    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 14,966 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,275,396.

    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).