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Wealthspire Advisors, LLC: DFGR position timeline

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

Wealthspire Advisors, LLC held 2,777,041 DFGR 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 2,777,041 shares
    Change vs previous 13F +21,785 shares

    0.44% of the 13F portfolio, value $80,450,870.

    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 2,755,256 shares
    Change vs previous 13F +12,562 shares

    0.58% of the 13F portfolio, value $73,234,708.

    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 2,742,694 shares
    Change vs previous 13F +204,069 shares

    0.58% of the 13F portfolio, value $72,461,965.

    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 2,538,625 shares
    Change vs previous 13F +74,642 shares

    0.36% of the 13F portfolio, value $69,329,838.

    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 2,463,983 shares
    Change vs previous 13F +16,609 shares

    0.37% of the 13F portfolio, value $66,108,677.

    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 2,447,374 shares
    Change vs previous 13F +42,407 shares

    0.38% of the 13F portfolio, value $64,268,046.

    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 2,404,967 shares
    Change vs previous 13F +233,404 shares

    0.61% of the 13F portfolio, value $61,422,848.

    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 2,171,563 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $62,671,314.

    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).