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Wealthspire Advisors, LLC: CMC position timeline

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

Wealthspire Advisors, LLC held 3,421 CMC 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 3,421 shares
    Change vs previous 13F -785 shares

    <0.01% of the 13F portfolio, value $214,694.

    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 4,206 shares
    Change vs previous 13F -2,014 shares

    <0.01% of the 13F portfolio, value $258,348.

    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 6,220 shares
    Change vs previous 13F -436 shares

    <0.01% of the 13F portfolio, value $430,580.

    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 6,656 shares
    Change vs previous 13F -2,016 shares

    <0.01% of the 13F portfolio, value $381,266.

    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 8,672 shares
    Change vs previous 13F -1,673 shares

    <0.01% of the 13F portfolio, value $424,125.

    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 10,345 shares
    Change vs previous 13F -2,128 shares

    <0.01% of the 13F portfolio, value $475,959.

    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 12,473 shares
    Change vs previous 13F -1,729 shares

    0.01% of the 13F portfolio, value $618,661.

    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 14,202 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $780,542.

    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).