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Wealthspire Advisors, LLC: CART position timeline

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

Wealthspire Advisors, LLC held 72,158 CART 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 72,158 shares
    Change vs previous 13F -207 shares

    0.02% of the 13F portfolio, value $3,416,682.

    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 72,365 shares
    Change vs previous 13F +939 shares

    0.02% of the 13F portfolio, value $2,710,793.

    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 71,426 shares
    Change vs previous 13F +553 shares

    0.03% of the 13F portfolio, value $3,212,742.

    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 70,873 shares
    Change vs previous 13F -81 shares

    0.01% of the 13F portfolio, value $2,605,292.

    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 70,954 shares
    Change vs previous 13F +3 shares

    0.02% of the 13F portfolio, value $3,209,959.

    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 70,951 shares
    Change vs previous 13F +334 shares

    0.02% of the 13F portfolio, value $2,830,236.

    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 70,617 shares
    Change vs previous 13F -172 shares

    0.03% of the 13F portfolio, value $2,924,957.

    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 70,789 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,883,944.

    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).