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Wealthspire Advisors, LLC: DFAC position timeline

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

Wealthspire Advisors, LLC held 7,548,752 DFAC 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 7,548,752 shares
    Change vs previous 13F +43,777 shares

    1.84% of the 13F portfolio, value $334,862,652.

    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 7,504,975 shares
    Change vs previous 13F -17,860 shares

    2.29% of the 13F portfolio, value $291,643,335.

    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 7,522,835 shares
    Change vs previous 13F -156,016 shares

    2.37% of the 13F portfolio, value $297,829,037.

    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 7,678,851 shares
    Change vs previous 13F -186,850 shares

    1.55% of the 13F portfolio, value $296,173,259.

    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 7,865,701 shares
    Change vs previous 13F -453,305 shares

    1.58% of the 13F portfolio, value $281,906,729.

    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 8,319,006 shares
    Change vs previous 13F +342,800 shares

    1.64% of the 13F portfolio, value $274,444,007.

    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 7,976,206 shares
    Change vs previous 13F +75,171 shares

    2.74% of the 13F portfolio, value $275,896,977.

    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 7,901,035 shares
    Change vs previous 13F not available

    2.76% of the 13F portfolio, value $270,926,475.

    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).