Skip to content
Disclosery

Wealthspire Advisors, LLC: DFIS position timeline

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

Wealthspire Advisors, LLC held 17,194 DFIS 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 17,194 shares
    Change vs previous 13F +2,799 shares

    <0.01% of the 13F portfolio, value $602,300.

    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 14,395 shares
    Change vs previous 13F +18 shares

    <0.01% of the 13F portfolio, value $484,664.

    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 14,377 shares
    Change vs previous 13F +1 shares

    <0.01% of the 13F portfolio, value $473,588.

    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 14,376 shares
    Change vs previous 13F +1 shares

    <0.01% of the 13F portfolio, value $454,713.

    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 14,375 shares
    Change vs previous 13F -265 shares

    <0.01% of the 13F portfolio, value $428,951.

    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 14,640 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $378,298.

    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 14,640 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $359,486.

    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).