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Wealthspire Advisors, LLC: CFG position timeline

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

Wealthspire Advisors, LLC held 10,991 CFG 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 10,991 shares
    Change vs previous 13F +630 shares

    <0.01% of the 13F portfolio, value $770,133.

    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 10,361 shares
    Change vs previous 13F -4,702 shares

    <0.01% of the 13F portfolio, value $621,345.

    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 15,063 shares
    Change vs previous 13F +4,211 shares

    0.01% of the 13F portfolio, value $879,809.

    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 10,852 shares
    Change vs previous 13F -718 shares

    <0.01% of the 13F portfolio, value $576,904.

    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 11,570 shares
    Change vs previous 13F +257 shares

    <0.01% of the 13F portfolio, value $517,767.

    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 11,313 shares
    Change vs previous 13F -309 shares

    <0.01% of the 13F portfolio, value $463,499.

    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 11,622 shares
    Change vs previous 13F +1,001 shares

    0.01% of the 13F portfolio, value $508,564.

    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 10,621 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $436,191.

    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).