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Wealthspire Advisors, LLC: CME position timeline

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

Wealthspire Advisors, LLC held 355,010 CME 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 355,010 shares
    Change vs previous 13F +38,920 shares

    0.43% of the 13F portfolio, value $78,396,872.

    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 316,090 shares
    Change vs previous 13F +89,409 shares

    0.73% of the 13F portfolio, value $93,357,182.

    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 226,681 shares
    Change vs previous 13F +1,408 shares

    0.49% of the 13F portfolio, value $61,901,939.

    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 225,273 shares
    Change vs previous 13F -175 shares

    0.32% of the 13F portfolio, value $60,866,407.

    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 225,448 shares
    Change vs previous 13F +72,244 shares

    0.35% of the 13F portfolio, value $62,137,956.

    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 153,204 shares
    Change vs previous 13F -133 shares

    0.24% of the 13F portfolio, value $40,643,375.

    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 153,337 shares
    Change vs previous 13F -12,264 shares

    0.35% of the 13F portfolio, value $35,609,553.

    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 165,601 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $36,539,952.

    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).