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Wealthspire Advisors, LLC: BND position timeline

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

Wealthspire Advisors, LLC held 777,249 BND 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 777,249 shares
    Change vs previous 13F +27,540 shares

    0.31% of the 13F portfolio, value $57,057,886.

    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 749,709 shares
    Change vs previous 13F +22,194 shares

    0.43% of the 13F portfolio, value $55,208,537.

    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 727,515 shares
    Change vs previous 13F -624,161 shares

    0.43% of the 13F portfolio, value $53,887,019.

    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 1,351,676 shares
    Change vs previous 13F +2,286 shares

    0.53% of the 13F portfolio, value $100,524,126.

    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 1,349,390 shares
    Change vs previous 13F -87,608 shares

    0.56% of the 13F portfolio, value $99,355,632.

    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 1,436,998 shares
    Change vs previous 13F +709,970 shares

    0.63% of the 13F portfolio, value $105,547,500.

    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 727,028 shares
    Change vs previous 13F +43,954 shares

    0.52% of the 13F portfolio, value $52,280,588.

    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 683,074 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $51,305,724.

    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).