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Wealthspire Advisors, LLC: DFAU position timeline

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

Wealthspire Advisors, LLC held 727,590 DFAU 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 727,590 shares
    Change vs previous 13F -86,713 shares

    0.21% of the 13F portfolio, value $37,609,148.

    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 814,303 shares
    Change vs previous 13F -10,725 shares

    0.29% of the 13F portfolio, value $36,741,336.

    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 825,028 shares
    Change vs previous 13F -4,919 shares

    0.31% of the 13F portfolio, value $38,611,310.

    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 829,947 shares
    Change vs previous 13F -21,842 shares

    0.2% of the 13F portfolio, value $37,978,383.

    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 851,789 shares
    Change vs previous 13F +61,085 shares

    0.2% of the 13F portfolio, value $36,081,782.

    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 790,704 shares
    Change vs previous 13F -6,364 shares

    0.18% of the 13F portfolio, value $30,394,638.

    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 797,068 shares
    Change vs previous 13F -439,659 shares

    0.32% of the 13F portfolio, value $32,273,267.

    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 1,236,727 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $49,085,673.

    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).