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Wealthspire Advisors, LLC: BSV position timeline

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

Wealthspire Advisors, LLC held 133,398 BSV 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 133,398 shares
    Change vs previous 13F +16,412 shares

    0.06% of the 13F portfolio, value $10,393,048.

    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 116,986 shares
    Change vs previous 13F -4,236 shares

    0.07% of the 13F portfolio, value $9,172,853.

    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 121,222 shares
    Change vs previous 13F -118,620 shares

    0.08% of the 13F portfolio, value $9,553,518.

    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 239,842 shares
    Change vs previous 13F +117,200 shares

    0.1% of the 13F portfolio, value $18,925,944.

    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 122,642 shares
    Change vs previous 13F -94,770 shares

    0.05% of the 13F portfolio, value $9,651,926.

    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 217,412 shares
    Change vs previous 13F +103,809 shares

    0.1% of the 13F portfolio, value $17,018,978.

    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 113,603 shares
    Change vs previous 13F -9,535 shares

    0.09% of the 13F portfolio, value $8,778,121.

    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 123,138 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $9,689,758.

    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).