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Wealthspire Advisors, LLC: DFAI position timeline

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

Wealthspire Advisors, LLC held 2,002,126 DFAI 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 2,002,126 shares
    Change vs previous 13F +10,916 shares

    0.45% of the 13F portfolio, value $82,587,702.

    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 1,991,210 shares
    Change vs previous 13F -56,302 shares

    0.61% of the 13F portfolio, value $77,577,531.

    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 2,047,512 shares
    Change vs previous 13F -117,788 shares

    0.62% of the 13F portfolio, value $78,030,665.

    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 2,165,300 shares
    Change vs previous 13F -17,437 shares

    0.41% of the 13F portfolio, value $78,708,676.

    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 2,182,737 shares
    Change vs previous 13F -55,742 shares

    0.42% of the 13F portfolio, value $75,457,206.

    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 2,238,479 shares
    Change vs previous 13F +102,371 shares

    0.42% of the 13F portfolio, value $69,907,683.

    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 2,136,108 shares
    Change vs previous 13F +319,497 shares

    0.62% of the 13F portfolio, value $62,374,342.

    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 1,816,611 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $57,731,885.

    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).