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Wealthspire Advisors, LLC: DFIV position timeline

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

Wealthspire Advisors, LLC held 106,405 DFIV 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 106,405 shares
    Change vs previous 13F +24,019 shares

    0.03% of the 13F portfolio, value $5,747,973.

    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 82,386 shares
    Change vs previous 13F -6,574 shares

    0.03% of the 13F portfolio, value $4,348,317.

    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 88,960 shares
    Change vs previous 13F -356 shares

    0.04% of the 13F portfolio, value $4,439,103.

    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 89,316 shares
    Change vs previous 13F -15,691 shares

    0.02% of the 13F portfolio, value $4,119,283.

    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 105,007 shares
    Change vs previous 13F +1,111 shares

    0.03% of the 13F portfolio, value $4,497,480.

    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 103,896 shares
    Change vs previous 13F -1,281 shares

    0.02% of the 13F portfolio, value $4,089,345.

    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 105,177 shares
    Change vs previous 13F +22,318 shares

    0.04% of the 13F portfolio, value $3,731,703.

    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 82,859 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,155,250.

    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).