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Disclosery

Wealthspire Advisors, LLC: BOTZ position timeline

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

Wealthspire Advisors, LLC held 44,298 BOTZ 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 44,298 shares
    Change vs previous 13F +3,780 shares

    0.01% of the 13F portfolio, value $1,680,673.

    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 40,518 shares
    Change vs previous 13F +4,824 shares

    0.01% of the 13F portfolio, value $1,346,014.

    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 35,694 shares
    Change vs previous 13F +5,252 shares

    0.01% of the 13F portfolio, value $1,293,197.

    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 30,442 shares
    Change vs previous 13F -6,418 shares

    0.01% of the 13F portfolio, value $1,078,563.

    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 36,860 shares
    Change vs previous 13F -4,359 shares

    0.01% of the 13F portfolio, value $1,203,480.

    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 41,219 shares
    Change vs previous 13F +2,080 shares

    0.01% of the 13F portfolio, value $1,173,081.

    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 39,139 shares
    Change vs previous 13F -2,820 shares

    0.01% of the 13F portfolio, value $1,250,478.

    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 41,959 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,348,990.

    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).