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Wealthspire Advisors, LLC: DEHP position timeline

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

Wealthspire Advisors, LLC held 50,449 DEHP 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 50,449 shares
    Change vs previous 13F -1,856 shares

    0.01% of the 13F portfolio, value $2,157,704.

    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 52,305 shares
    Change vs previous 13F -10,756 shares

    0.01% of the 13F portfolio, value $1,767,386.

    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 63,061 shares
    Change vs previous 13F -18,731 shares

    0.02% of the 13F portfolio, value $2,033,718.

    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 81,792 shares
    Change vs previous 13F -26,187 shares

    0.01% of the 13F portfolio, value $2,498,047.

    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 107,979 shares
    Change vs previous 13F -11,082 shares

    0.02% of the 13F portfolio, value $3,023,416.

    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 119,061 shares
    Change vs previous 13F +256 shares

    0.02% of the 13F portfolio, value $3,002,710.

    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 118,805 shares
    Change vs previous 13F -120,903 shares

    0.03% of the 13F portfolio, value $2,939,225.

    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 239,708 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $6,440,904.

    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).