Skip to content
Disclosery

Wealthspire Advisors, LLC: BAB position timeline

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

Wealthspire Advisors, LLC held 173,794 BAB 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 173,794 shares
    Change vs previous 13F -6,704 shares

    0.03% of the 13F portfolio, value $4,664,622.

    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 180,498 shares
    Change vs previous 13F -7,288 shares

    0.04% of the 13F portfolio, value $4,866,228.

    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 187,786 shares
    Change vs previous 13F -13,111 shares

    0.04% of the 13F portfolio, value $5,107,787.

    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 200,897 shares
    Change vs previous 13F -15,214 shares

    0.03% of the 13F portfolio, value $5,482,475.

    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 216,111 shares
    Change vs previous 13F -28,197 shares

    0.03% of the 13F portfolio, value $5,733,434.

    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 244,308 shares
    Change vs previous 13F -67,803 shares

    0.04% of the 13F portfolio, value $6,518,129.

    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 312,111 shares
    Change vs previous 13F -110,052 shares

    0.08% of the 13F portfolio, value $8,161,703.

    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 422,163 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $11,639,027.

    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).