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Wealthspire Advisors, LLC: DFAX position timeline

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

Wealthspire Advisors, LLC held 221,331 DFAX 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 221,331 shares
    Change vs previous 13F +13,430 shares

    0.04% of the 13F portfolio, value $8,153,838.

    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 207,901 shares
    Change vs previous 13F -549 shares

    0.06% of the 13F portfolio, value $7,062,406.

    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 208,450 shares
    Change vs previous 13F +2,913 shares

    0.05% of the 13F portfolio, value $6,822,573.

    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 205,537 shares
    Change vs previous 13F -5,577 shares

    0.03% of the 13F portfolio, value $6,449,768.

    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 211,114 shares
    Change vs previous 13F -2,647 shares

    0.03% of the 13F portfolio, value $6,200,413.

    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 213,761 shares
    Change vs previous 13F +5,192 shares

    0.03% of the 13F portfolio, value $5,600,544.

    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 208,569 shares
    Change vs previous 13F -3,949 shares

    0.05% of the 13F portfolio, value $5,185,014.

    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 212,518 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $5,740,104.

    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).