Wealthspire Advisors, LLC: COP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wealthspire Advisors, LLC on COP, newest first. How the timeline and the estimate are built.
Wealthspire Advisors, LLC held 12,411 COP shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 12,411 sharesChange vs previous 13F +6,059 shares
0.01% of the 13F portfolio, value $1,290,316.
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 6,352 sharesChange vs previous 13F -4,258 shares
0.01% of the 13F portfolio, value $838,436.
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 10,610 sharesChange vs previous 13F +3,696 shares
0.01% of the 13F portfolio, value $993,195.
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 6,914 sharesChange vs previous 13F -2,753 shares
<0.01% of the 13F portfolio, value $654,020.
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 9,667 sharesChange vs previous 13F +1,917 shares
<0.01% of the 13F portfolio, value $867,497.
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 7,750 sharesChange vs previous 13F +526 shares
<0.01% of the 13F portfolio, value $813,933.
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 7,224 sharesChange vs previous 13F -1,616 shares
0.01% of the 13F portfolio, value $716,429.
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 8,840 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $930,702.
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).