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Wealthspire Advisors, LLC: BHRB position timeline

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

Wealthspire Advisors, LLC held 13,655 BHRB 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 13,655 shares
    Change vs previous 13F +8,898 shares

    0.01% of the 13F portfolio, value $981,234.

    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 4,757 shares
    Change vs previous 13F +209 shares

    <0.01% of the 13F portfolio, value $296,316.

    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 4,548 shares
    Change vs previous 13F +38 shares

    <0.01% of the 13F portfolio, value $283,409.

    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 4,510 shares
    Change vs previous 13F +38 shares

    <0.01% of the 13F portfolio, value $278,235.

    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 4,472 shares
    Change vs previous 13F +43 shares

    <0.01% of the 13F portfolio, value $267,092.

    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 4,429 shares
    Change vs previous 13F -1,377 shares

    <0.01% of the 13F portfolio, value $248,509.

    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 5,806 shares
    Change vs previous 13F -241 shares

    <0.01% of the 13F portfolio, value $362,079.

    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 6,047 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $368,816.

    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).