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Wealthspire Advisors, LLC: DFAE position timeline

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

Wealthspire Advisors, LLC held 2,373,919 DFAE 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 2,373,919 shares
    Change vs previous 13F -62,380 shares

    0.53% of the 13F portfolio, value $95,455,294.

    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 2,436,299 shares
    Change vs previous 13F -118,313 shares

    0.65% of the 13F portfolio, value $82,493,081.

    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 2,554,612 shares
    Change vs previous 13F -73,246 shares

    0.66% of the 13F portfolio, value $83,203,704.

    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 2,627,858 shares
    Change vs previous 13F +16,955 shares

    0.43% of the 13F portfolio, value $82,856,369.

    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 2,610,903 shares
    Change vs previous 13F +13,242 shares

    0.42% of the 13F portfolio, value $75,585,645.

    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 2,597,661 shares
    Change vs previous 13F +67,234 shares

    0.4% of the 13F portfolio, value $67,253,463.

    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 2,530,427 shares
    Change vs previous 13F +250,920 shares

    0.64% of the 13F portfolio, value $64,196,927.

    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 2,279,507 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $62,481,298.

    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).