Wealthspire Advisors, LLC: DASH position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wealthspire Advisors, LLC on DASH, newest first. How the timeline and the estimate are built.
Wealthspire Advisors, LLC held 1,212 DASH shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 1,212 sharesChange vs previous 13F +1,212 shares
<0.01% of the 13F portfolio, value $223,720.
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 0 sharesChange vs previous 13F -1,813 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2025-12-3113F 1,813 sharesChange vs previous 13F +1,172 shares
<0.01% of the 13F portfolio, value $410,602.
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 641 sharesChange vs previous 13F -173 shares
<0.01% of the 13F portfolio, value $174,346.
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 814 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $200,558.
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).