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Wealthspire Advisors, LLC: DFCF position timeline

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

Wealthspire Advisors, LLC held 171,615 DFCF 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 171,615 shares
    Change vs previous 13F +87,910 shares

    0.04% of the 13F portfolio, value $7,243,873.

    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 83,705 shares
    Change vs previous 13F +18,767 shares

    0.03% of the 13F portfolio, value $3,534,026.

    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 64,938 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $2,763,762.

    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 64,938 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $2,776,749.

    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 64,938 shares
    Change vs previous 13F +28,917 shares

    0.02% of the 13F portfolio, value $2,744,281.

    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 36,021 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $1,515,044.

    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 36,021 shares
    Change vs previous 13F -10,239 shares

    0.01% of the 13F portfolio, value $1,486,587.

    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 46,260 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,997,969.

    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).