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Wealthspire Advisors, LLC: CL position timeline

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

Wealthspire Advisors, LLC held 15,063 CL 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 15,063 shares
    Change vs previous 13F +1,693 shares

    0.01% of the 13F portfolio, value $1,381,020.

    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 13,370 shares
    Change vs previous 13F -3,061 shares

    0.01% of the 13F portfolio, value $1,139,526.

    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 16,431 shares
    Change vs previous 13F -7,685 shares

    0.01% of the 13F portfolio, value $1,298,378.

    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 24,116 shares
    Change vs previous 13F -1,422 shares

    0.01% of the 13F portfolio, value $1,927,834.

    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 25,538 shares
    Change vs previous 13F +300 shares

    0.01% of the 13F portfolio, value $2,321,488.

    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 25,238 shares
    Change vs previous 13F +12,339 shares

    0.01% of the 13F portfolio, value $2,364,802.

    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 12,899 shares
    Change vs previous 13F -343 shares

    0.01% of the 13F portfolio, value $1,172,649.

    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 13,242 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,374,653.

    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).