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Wealthspire Advisors, LLC: CLOZ position timeline

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

Wealthspire Advisors, LLC held 9,714 CLOZ 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 9,714 shares
    Change vs previous 13F -3,208 shares

    <0.01% of the 13F portfolio, value $256,644.

    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 12,922 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $331,450.

    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 12,922 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $342,175.

    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 12,922 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $346,569.

    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 12,922 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $345,535.

    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).