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Wealthspire Advisors, LLC: BTC position timeline

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

Wealthspire Advisors, LLC held 18,996 BTC 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 18,996 shares
    Change vs previous 13F +1,855 shares

    <0.01% of the 13F portfolio, value $492,947.

    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 17,141 shares
    Change vs previous 13F +3,557 shares

    <0.01% of the 13F portfolio, value $514,059.

    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 13,584 shares
    Change vs previous 13F +296 shares

    <0.01% of the 13F portfolio, value $526,109.

    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 13,288 shares
    Change vs previous 13F +857 shares

    <0.01% of the 13F portfolio, value $672,772.

    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 12,431 shares
    Change vs previous 13F -11 shares

    <0.01% of the 13F portfolio, value $593,581.

    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 12,442 shares
    Change vs previous 13F -1,353 shares

    <0.01% of the 13F portfolio, value $454,009.

    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 13,795 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $577,597.

    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).