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Wealthspire Advisors, LLC: CPK position timeline

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

Wealthspire Advisors, LLC held 29,291 CPK 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 29,291 shares
    Change vs previous 13F -84 shares

    0.02% of the 13F portfolio, value $3,587,562.

    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 29,375 shares
    Change vs previous 13F -113 shares

    0.03% of the 13F portfolio, value $3,712,119.

    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 29,488 shares
    Change vs previous 13F +93 shares

    0.03% of the 13F portfolio, value $3,678,923.

    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 29,395 shares
    Change vs previous 13F -74 shares

    0.02% of the 13F portfolio, value $3,959,213.

    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 29,469 shares
    Change vs previous 13F +28 shares

    0.02% of the 13F portfolio, value $3,542,763.

    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 29,441 shares
    Change vs previous 13F +47 shares

    0.02% of the 13F portfolio, value $3,781,108.

    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 29,394 shares
    Change vs previous 13F -81 shares

    0.04% of the 13F portfolio, value $3,566,962.

    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 29,475 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,659,911.

    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).