Skip to content
Disclosery

Wealthspire Advisors, LLC: CAVA position timeline

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

Wealthspire Advisors, LLC held 383,523 CAVA 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 383,523 shares
    Change vs previous 13F -19,954 shares

    0.17% of the 13F portfolio, value $30,098,886.

    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 403,477 shares
    Change vs previous 13F +374,000 shares

    0.26% of the 13F portfolio, value $32,641,290.

    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 29,477 shares
    Change vs previous 13F -3,089 shares

    0.01% of the 13F portfolio, value $1,730,006.

    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 32,566 shares
    Change vs previous 13F -307 shares

    0.01% of the 13F portfolio, value $1,967,313.

    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 32,873 shares
    Change vs previous 13F -21,540 shares

    0.02% of the 13F portfolio, value $2,768,894.

    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 54,413 shares
    Change vs previous 13F +585 shares

    0.03% of the 13F portfolio, value $4,701,828.

    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 53,828 shares
    Change vs previous 13F +19,607 shares

    0.06% of the 13F portfolio, value $6,071,799.

    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 34,221 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $4,238,271.

    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).