Wealthspire Advisors, LLC: CHH position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wealthspire Advisors, LLC on CHH, newest first. How the timeline and the estimate are built.
Wealthspire Advisors, LLC held 14,635 CHH shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 14,635 sharesChange vs previous 13F -535 shares
0.01% of the 13F portfolio, value $1,613,802.
13F-HR 0001646247-26-000005 filed by Wealthspire Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 15,170 sharesChange vs previous 13F -178 shares
0.01% of the 13F portfolio, value $1,570,095.
13F-HR 0001646247-26-000003 filed by Wealthspire Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 15,348 sharesChange vs previous 13F +284 shares
0.01% of the 13F portfolio, value $1,462,051.
13F-HR 0001646247-26-000001 filed by Wealthspire Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 15,064 sharesChange vs previous 13F -61,886 shares
0.01% of the 13F portfolio, value $1,610,493.
13F-HR 0001646247-25-000006 filed by Wealthspire Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 76,950 sharesChange vs previous 13F -516 shares
0.05% of the 13F portfolio, value $9,763,417.
13F-HR 0001646247-25-000005 filed by Wealthspire Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 77,466 sharesChange vs previous 13F +32 shares
0.06% of the 13F portfolio, value $10,285,936.
13F-HR 0001646247-25-000004 filed by Wealthspire Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 77,434 sharesChange vs previous 13F +54 shares
0.11% of the 13F portfolio, value $10,994,080.
13F-HR 0001646247-25-000001 filed by Wealthspire Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 77,380 sharesChange vs previous 13F not available
0.1% of the 13F portfolio, value $10,082,614.
13F-HR 0001646247-24-000004 filed by Wealthspire Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).